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INDIVIDUALS

First, we get to know you.
Then, we provide the financial services you need.

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WE’RE REALLY THERE FOR YOU

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 FOR INDIVIDUALS

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INVESTMENTS

We are an independent broker and full-service financial firm, so you will have access to a variety of global investment options. Our team takes the time to learn about your lifestyle and obligations, does the research for you, and presents solutions that help you meet your long-term and short-term goals. After implementing your plan, your dedicated Financial Advisor is here to guide you as your goals and priorities change.

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Investment Solutions

  • Registered investment plans like RRSP, LIRA, TFSA, RESP, RDSP

  • Non-registered investment plans

  • Mutual funds and segregated funds

To learn more about Individual Investment Management, book time with Dominique.

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INSURANCE
& BENEFITS

As an independent broker, we have access to many insurance companies and benefit plans. We take care of the research for you and then walk you through the whole process. As life changes—and it does, we are here to review and update your policies.

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Insurance Solutions & Benefit Plans

  • Life insurance

  • Disability insurance

  • Individual Health Benefit Plans

  • Critical Illness Insurance

To learn more about Individual Insurance & Benefits, book time with Dominique

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TAX PREPARATION

Dominique is a Chartered Professional Accountant (CPA) and provides personal Tax Preparation services for individuals. She will also answer your questions, review tax deductions and suggest strategies for the upcoming tax year to help you save money.

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  • Tax preparation for individuals and families (T1 only)

  • This service starts at $175 for individuals and is seasonal from March 1–April 30 of each year

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

To learn more about Individual Tax Preparation, book time with Dominique

Find out how Chénard Wealth and Advisory

can help plan your journey and stay on the right path.

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