FEE-ONLY FINANCIAL PLANNING
Financial planning services for those that are just getting started.
Just Getting Started
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Advice & insights related to your financial goals, answering your questions around your unique needs
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A one-page action plan following our in-house Financial Planning process, including recommendations aligned with your goals
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Access by email and Zoom for six months to assist with implementation of the plan and guide you through life’s changes along the way.
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A great fit for those that do not have investments or insurance needs, but wish to work directly with Dominique as their Certified Financial Planner.
Cost
A one-time fee of $875 (plus HST). Our engagement is renewable, should we decide to continue working together long-term.
When
Monthly onboarding starts now for August 1, 2022.
To be added to the waitlist or to obtain more information, please complete our Get in Touch form and ask about the Just Getting Started program!
MAILING ADDRESS:
250B Algoma St South
Thunder Bay ON, P7B 3C2
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© 2021 Chénard Wealth and Advisory
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.