OUR TEAM
Before we get to know each other,
we should first introduce ourselves.
DOMINIQUE CPA, CA, CFP
®
Financial Planner &
Investment Representative
Welcome! I'm Dominique Chénard, Principal of Chénard Wealth & Advisory. I’m the owner and lead Financial Advisor of the firm.
I have been a Financial Advisor since 2017, previously working through Freedom 55 Financial before the launch of my own firm. I graduated with my Honours Bachelor of Commerce from Lakehead University in 2015 and went on to start my career as an accountant. This previous career has shaped a lot of how I do my work: I believe in transparency and a calm approach to solving complex problems. During my work as an accountant I completed my postgraduate education as a Chartered Professional Accountant (CPA) and have obtained my designation as a Certified Financial Planner (CFP).
On the personal side - I am a passionate member of the francophone community in Thunder Bay. You can often find me at the Thunder Bay Country Market on Saturdays and walking my little dog when the sun is out. I am also a fan of live music and will travel quite a ways to enjoy a good show!
SHAUNA
Associate Financial Advisor
Hello, nice to meet you! My name is Shauna Moen. I've obtained my license as a Financial Advisor last year, and started with the firm as a Client Experience Associate. I now work as an Associate Financial Advisor and am growing my client base within the firm.
I originally started my career on the administration side of things, quickly realizing that my true passion is to connect with people. From an early age finances were a part of my life, naturally budgeting and managing my own money was something I was passionate about and genuinely enjoyed. Once offered the opportunity to step into a new career as a Financial Advisor, this naturally led me into wanting help people and to be able to share my knowledge about finances. I am very excited to develop relationships with new and existing clients at Chenard Wealth & Advisory.
On the personal side – I spend my extra time when I am not working doing various activities. I thoroughly enjoy the beautiful hiking spots here in Thunder Bay, ON. I like to bring the fur baby Timber along with me! I like to golf, rollerblade, and spend time with my friends 😊.
