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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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  • 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.