WHAT WE DO

First, we get to know you.

Then, we provide the personal financial services you need.

YOUR JOURNEY

Although every path is different, our destinations are usually the same: we want to get our money working for us so we can end up happy, healthy, and reach financial independence. But what path should you take? Like any journey, a guide will help you choose the right strategies, be there when life changes occur, and keep you accountable to your plan along the way.

Let Chénard Wealth and Advisory guide you on your journey.

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When you 
First START

A financial advisor can help you make a plan with goals and strategies to help you take that all-important first step in your journey. We will show you when and how to use your RRSPs, find the best ways to save for your down payment for taxes, give you solid advice on how to organize your bank accounts and investment contributions, and look at your insurance needs to assess whether there are any gaps. Making little changes now will have a big impact later on.

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When you

have GOALS

Managing your finances – and especially your investments – can be a big responsibility. Getting a financial advisor not only saves you time and stress, you can also get the expert advice you need today to stay on the right path for years to come. We can help you plan for every step on your journey including paying off your mortgage, contributing to your children’s education funds, saving for renovations or travel, and planning financial independence.

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When you

RETIRE

You made it! But retirement is not the end of your financial journey. We can help you make the most of your nest egg by helping you budget for retirement, planning lifestyle and travel expenses, showing you how to strategically draw on retirement savings to minimize taxes, and coordinating government benefits. We can sit down and start planning a couple of years ahead of your retirement so that you will have a clear picture of your finances.

OUR SERVICES

Chénard Wealth and Advisory has a range of integrated services to help keep you on the right path – and help ensure you meet your goals.

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​Investment Management

  • Set up and manage your RRSPs, TFSA, RESPs and other investment accounts

  • Optimize your investment strategy to suit your risk tolerance and your goals, with a focus on tax-efficiency 

  • Set regular, automatic contributions towards your investment goals, and monitor your progress towards those goals

  • Note from Dominique*

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Insurance Planning

  • Assess your needs for life insurance, health benefits and disability insurance based on your priorities

  • Go over the different options available to you, for example, assess whether you require term life insurance or whole life

  • Should you apply for insurance, we walk you through the process from start to finish, and are here to review your policy together through your different life stages

  • We also manage health benefits plans for businesses

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Fee-Only Financial Planning

  • Includes VIP financial planning services for busy professionals and families, as well as one-time engagements for those that are just getting started

  • For more information – click here

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Tax Preparation

  • Tax preparation for individuals, families & self-employed individuals (T1 only)

  • Each service includes a call together with a summary of your tax credits and deductions as well as tax tips and notes for next year

  • Included in VIP Financial Planning service

  • This service is seasonal and resume every March 1

Find Out How Chénard Wealth and Advisory

Can Help Plan Your Journey and Stay on the Right Path.