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 and I've been a licensed Financial Advisor since 2021. I started with the firm as a Client Experience Associate, and I now proudly work as an Associate Financial Advisor at Chénard Wealth. I am growing my client base, as well as working in conjunction with Dominique as a team to help assist with all ongoing clients. I do a lot of behind-the-scenes processing, preparing, researching, and coordination to make sure that our clients are best taken care of.
I originally started my career on the administration side of things, quickly realizing that my true passion was to connect with people. From an early age finances were a huge 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, I truly dove deep into the knowledge side of things, learning and growing every day since getting my license. That paired with my passion, I am proud to say that we are dedicated to supporting our clients with their individual financial needs.
On the personal side – I spend my extra time when I am not working doing various activities. I thoroughly enjoy the beautiful nature and hiking spots that Thunder Bay has to offer. I have a huge passion for cooking good food and decorating my home. I have three fur babies with my partner, two dogs (Timber & June) and one cat (Maggie). I like golfing in the summer, curling in the winter and spending time with my friends year-round.
