Professional Guidance for Your Wealth

At Senecal, Lyons and Associates, we cater to you, the...

Our focus is your lifetime financial security

Your financial goals drive the planning process. We help you synchronize all aspects of your financial life using creative, tax-efficient solutions.

Whether you are growing, enjoying, preserving, or transferring your wealth, you are committed to your financial success, and so are we.

Specialized Advice

While you focus on what makes you great, you trust us to provide specialized advice that your complex family, business and financial life demands.

Cohesive Plan

Your personalized financial plan will synchronize all aspects of your financial life based on our expertise in tax, business, retirement and estate planning.

Collaborative Effort

As a team of highly educated and experienced financial planners, we work closely with you and your existing advisors to develop, execute and monitor your plan.

Our team will help you:

Define your financial goals and map out a strategy to achieve them
Coordinate your personal and professional financial lives
Navigate critical financial events
Understand the proposed strategies and ensure you are confident they will lead you to financial well-being

Our Family Office offering allows you to outsource your family or business’ wealth management.

Integrating all aspects of your financial life

Investment Management

Estate Planning & Intergenerational Wealth Transfer

Personal & Family Tax Planning

Corporate Tax Planning

Philanthropic & Charitable Giving

Risk Management & Insurance Planning

See what our clients are saying

"Pierre and the Senecal Group are knowledgeable and provide me with wealth management strategies based on my whole financial picture. I am thankful for the time that was taken to understand my values, help me clarify my goals, and explain strategies in a way that made sense to me. We appreciate that the guidance we receive is based on facts and our best interest. We have peace of mind knowing that if any financial issue arises we can call Pierre and the team, and they will guide us through it. I know that the insurance and investment strategies we have set up will help me secure my retirement, protect my family’s future and provide me with the long-term quality of life I want."

Dr. Tristan N.

Cardiologist

Professional Guidance for Your Wealth

At Senecal, Lyons and Associates, we cater to you, the...

Our focus is your lifetime financial security

Our team will help you:

Integrating all aspects of your financial life

See what our clients are saying

Secure your financial future today

Connect

Contact

Investors Group Securities Inc.

Professional Guidance for Your Wealth

At Senecal, Lyons and Associates, we cater to you, the...

Our focus is your lifetime financial security

Our team will help you:

Integrating all aspects of your financial life

See what our clients are saying

Secure your financial future today

Connect

Contact

Investors Group Securities Inc.

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