WHAT WE DO

First, we get to know you.

Then, we provide the 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.

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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Financial Planning

  • We take you through our unique financial planning process by assessing all four areas of your finances – your Cash Flow, Emergency Plan, Investing, and Estate Plan.

  • We then provide recommendations in line with your goals, and help you implement them.

  • Because we are an independent broker and full-service financial firm, you have access to a variety of global investment options and many different insurance companies. Our team takes care of researching for you so you can focus on reaching your goals.

  • After implementing your plan, your dedicated Financial Advisor is here to guide you as your goals and priorities change.

  • If you're not looking for investments or insurance, we can work with you under our Just Getting Started program.

  • Contact us to book a meeting with Dominique.

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Group Benefits

  • We build and manage group health benefits plans and pensions for local and regional businesses

  • As an independent broker, we have access to many insurance and group pension companies. We take care of researching for you so you can focus on managing and growing your business.

  • Contact us to book a meeting with Dominique.

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Tax Preparation

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

  • Includes a call with Dominique to go over your questions and tax deductions, and to outline tax strategies for the upcoming year

  • This service starts at $175 for individuals or $275 for self-employed individuals, and is seasonal from March 1 - April 30 of each year

  • Contact us for more information or to get on our mailing list for next year's tax season.

Find Out How Chénard Wealth and Advisory

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