Chénard Wealth & Advisory - Thunder Bay, Ontario

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 250 Algoma St S, Thunder Bay, ON P7B 3C2, Canada.
Téléphone: 8079358385.
Site web: chenardwealth.com
Spécialités: Planificateur financier.
Autres données d'intérêt: Rendez-vous en ligne, Services sur place, Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 12 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Chénard Wealth & Advisory

Chénard Wealth & Advisory 250 Algoma St S, Thunder Bay, ON P7B 3C2, Canada

☎️8079358385

⏰ Horaires d'ouverture de Chénard Wealth & Advisory

Lundi: 09:00–17:00
Mardi: 09:00–17:00
Mercredi: 09:00–17:00
Jeudi: 09:00–17:00
Vendredi: 09:00–17:00
Samedi: Fermé
Dimanche: Fermé

Chénard Wealth & Advisory

Chénard Wealth & Advisory est une entreprise spécialisée dans la planification financière, située à Thunder Bay au Canada. L'entreprise offre un large éventail de services, notamment des rendez-vous en ligne, des services sur place et un parking accessible en fauteuil roulant pour les clients.

Leur spécialité principale réside dans la planification financière qui comprend une gamme complète d'options pour aider les clients à atteindre leurs objectifs financiers. Les services sur place permettent aux clients de bénéficier d'un environnement convivial et chaleureux pour discuter de leurs préoccupations financières.

Chénard Wealth & Advisory se distingue par son approche personnalisée et sa volonté de fournir des conseils financiers personnalisés pour chaque client. Leur équipe d'experts est là pour vous aider à naviguer dans le labyrinthe de la planification financière et à trouver des solutions adaptées à vos besoins.

Coordonnées

Adresse : 250 Algoma St S, Thunder Bay, ON P7B 3C2, Canada

Téléphone : 8079358385

Site web : chenardwealth.com

Services et avantages

Rendez-vous en ligne
Services sur place
Parking accessible en fauteuil roulant
Places assises accessibles en fauteuil roulant
Toilettes
Rendez-vous recommandés

À propos des avis

Chénard Wealth & Advisory a reçu 12 avis sur Google My Business. L'entreprise a reçu une note moyenne de 5/5, ce qui indique une satisfaction générale parmi les clients.

Les avis indiquent que l'équipe est très compétente et prend le temps de comprendre la situation de chaque client pour fournir des conseils personnalisés. Les clients ont également apprécié la disponibilité et la patience de l'équipe pour répondre à leurs questions et les guider vers des solutions financières adaptées.

Le service personnalisé et l'attention portée à chaque client sont considérés comme des points forts de l'entreprise. Les avis suggèrent que Chénard Wealth & Advisory se démarque par sa capacité à simplifier le processus de planification financière et à faciliter la prise de décision pour les clients.

👍 Avis de Chénard Wealth & Advisory

Chénard Wealth & Advisory - Thunder Bay, Ontario

Amy K.

5/5

Dominique is fantastic to deal with, I would absolutely recommend her to anyone who's looking for honest and practical advice. Dominique is very knowledgeable and will point you in the right direction to do what's best for you.

Sofia R.

5/5

I can’t recommend Dominique enough! She is supportive and patient and takes the time to actually help you understand your finances and situation so you can be autonomous in your future. My business experiences have been made easier because of her! To all (small) business owners: let someone help you make your job easier! Dominique taught me that!

Kassandra A.

5/5

Dominique and her team is amazing! They are always willing to answer questions and explain what they are doing, where you should be going and how to get there. She helps me with my business banking and account management and it has been great from the start. She is very friendly and always knows what to ask. Highly recommend if you are looking for some financial guidance

Jaay S.

5/5

My husband and I have been dealing with Dominique for a couple of years now with her previous company. We were very excited to transition over to her independent one when she announced she was doing so. She had worked diligently to make sure our finances make sense for this stage of our lives and has done a really great job of recognizing boundaries and potential holes in our financial portfolio as our needs changed.

Dominique also does our yearly taxes - and as embarrassing as it is to admit - my back taxes once a few years ago. Efficient. Affordable. Friendly. Knowledgeable. Key words to describe her practise.

Since we switched over to Dominique we have opened RRSPs for our future planning and made plans to open RESPs for our little girl once she makes her grand entrance.

10/10 recommend and encourage people to at least invest your time into seeing what she can offer you.

Bev D.

5/5

I highly recommend the Dominique and her team at Chenard Wealth. Years ago I had my savings in a regular bank and never received a call, a statement or any advise what so ever. Since I’ve been with Chenard Wealth I feel comfortable asking any question I may have with my business and I’m always getting statements and updated on my savings progress. My only regret is not joining sooner !!!

Paula H.

5/5

I highly recommend Chénard Wealth and Advisory. I've gotten lots of great advice from Dominique. She even saved me some money because I was over-insured on some of my other financial instruments. It would be worth your while to go have a chat.

JJM

5/5

Dominique is extremely knowledgeable, responsive, and passionate about her work. I would recommend her to anyone — especially young professionals!

Laura M.

5/5

Dominique is very professional and knowledgable in her field. She is accomodating and extremely trustworthy! I highly recommend her services.