ABOUT US

Before we get to know each other,

we should first introduce ourselves.

OUR PHILOSOPHY

Planning for your financial future should be simple. As with any journey, there’s nothing simpler than to have a professional along to guide you. Chénard Wealth and Advisory makes it easier than most, working in COLLABORATION with you to find the path that’s right for you.

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We believe the best approach to reaching your financial goals is to have a realistic plan you can be COMFORTABLE with. We help take away doubt, confusion, and fear that sometimes lead to inaction so you can take each step with CONFIDENCE.

Chénard Wealth and Advisory has the expertise, professionalism, and COMPETENCE to get you there. We follow the “4 C’s” throughout our process to make planning your financial future simple for you.

Contact us today, and let’s focus on your journey to choose the best path for you.

We provide you with the COMPETENCE
you need to guide you
through your journey.

We work in
COLLABORATION
with you, empowering you to
make great decisions.

We ensure you are
COMFORTABLE
at every step with your path
and your investments.

We give you CONFIDENCE,
empowering you to make
great decisions.

OUR TEAM

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 😊. 

LISA

Administrative Assistant

Hello/Bonjour! My name is Lisa Campbell. Born and raised in Thunder Bay, I am familiar with the city and life in the North, et oui, je parle français aussi. 😊

 

I graduated from Lakehead University with a Bachelor of Arts Degree in 2010 and spent a large portion of my administrative career working in the legal field. When I decided that I needed a change, I found a new home in the finance world with the firm. As an administrative assistant, I not only care for the needs of the clients, paperwork, and everyday office tasks, but I care for the staff and the success of each person with whom I am fortunate to work alongside.

 

When I am away from the office, I enjoy fishing and camping with my husband and our children and grandchildren, and fibre arts to relax in the evenings.

If you think we'd make a good match and want to learn more...