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 with my son Marcus, or taking a mid-day work break at a local café. 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 my 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 have a huge passion for cooking, decorating my home and growing my house plant collection. I enjoy various sports/activities that include; Women's soccer, golfing, curling, tennis, hiking, camping and more. Spending time with my friends and family is super important to me, as well as spending time with our two fur babies (June & Maggie).
