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Wealth Management

We believe in a comprehensive, common sense approach to wealth management. We feel that disciplined investing coupled with appropriate risk management measures are the cornerstones to a strong, well diversified portfolio. By focusing on tax efficiency and capital preservation, we assist clients in building their wealth consistently over time.

We specialize in the areas of:

  • RRSPs
  • TFSAs
  • RESPs
  • RDSPs
  • Pensions and retirement planning
  • Investment Management
  • Non-Registered Investment Accounts
  • Corporate Investment Accounts

You can contact Shaen Wealth Management Ltd. to schedule an individual consultation and a no obligation second opinion, by simply clicking here.

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Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with Permission. Insurance products, including segregated fund policies are offered through Shaen Wealth Management and Investment Representatives Kyle Shaen and Matthew Mustapic offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

  • Location
  • Suite 110 180 Park Ave
  • Thunder Bay, ON
  • P7B 6J4
  • Contact
  • P: +1 807 935-1760 *
  • F: +1 807 345-8765
  • E: kyle@shaenwealth.com **
  • Hours
  • Mon-Fri: 9am-5pm

* By providing your phone number, you are giving consent to Shaen Wealth Management Ltd. to contact you by telephone.
** The use of email is not a secure medium and personal information should be transmitted by more secure means.