What We Do

Personal wealth management is about more than just investing—it’s a big-picture approach to helping you grow, protect, and enjoy your money. We look at all areas of your financial life and create a plan that fits your goals, your values, and your future. When you work with Chénard Wealth & Advisory, you're building a long-term relationship with Dominique—no handoffs, no call centres, just consistent, trusted support for the road ahead.

Six Areas of Financial Planning

Investment Planning

We work with you to make the most of your investments—helping you manage your assets in a way that supports your goals and comfort level.
Tax Planning

We look at your current and future income to find smart, practical ways to reduce or defer the taxes you pay—so you can keep more of what you earn.
Retirement Planning

We help you plan for life after work—so you can retire with confidence, knowing your finances are set up to support the lifestyle you want.
Financial Management

We help you understand where you stand financially today—and build a clear plan for where you want to be in the future.
Insurance & Risk Management

We help you prepare for the unexpected—putting strategies in place to protect you and your loved ones from financial loss due to illness, accidents, or other life events.
Estate Planning

We help you plan how your assets will be shared in the future—making sure your wishes are clear, and your loved ones are looked after.