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Full Name

Email Address

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How did you hear about us? If you were referred from a friend or family member and feel comfortable providing us with their name, please do, so we can thank them for the introduction.

What services are you interested in?

Wealth management

Insurance

Tax return preparation

One-time consultation

If interested in wealth management – what is your level of investable assets? (For example – RRSPs)

Under $50,000

$50,000 - $200,000

$200,000 - $500,000

$500,000 - $1,000,000

$1,000,000+

N/A (not applicable)

Do any of the following situations apply to you?

I am a small business owner

I own rental property

I own non-registered (i.e. “open” or “taxable”) investments

N/A (not applicable)

Tell us a bit more about your needs and why you are looking to book a meeting with us today:

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We'll get back to you in one business day.

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EXISTING CLIENT?

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Book with Dominique

Book with Shauna

807-935-8385

admin@chenardwealth.com

MAILING ADDRESS:

250B Algoma St South

Thunder Bay ON, P7B 3C2

Insurance products, including segregated fund policies are offered through Chénard Wealth & Advisory, Dominique Chénard, and Shauna Moen, investment representatives, offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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ARE YOU AN EXISTING CLIENT?

ARE YOU AN
EXISTING CLIENT?