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Take Your Wealth Management Career to the Next Level

Building a successful financial planning business is rewarding, but it can also be demanding. At Senecal, Lyons and Associates Private Wealth Management, we offer a supportive and rewarding environment for growing advisors. We understand your desire to provide exceptional service to your clients while also planning for your own future.

Why partner with us?

  • Reduced Burden: Let us handle the administrative and compliance tasks, freeing you to focus on client relationships and growing your practice.
  • Expanded Resources: Gain access to the vast resources of IG Wealth Management, including specialists in tax, law, and advanced financial planning. This ensures your clients have access to the best possible solutions.
  • Mentorship and Growth: Learn from our experienced Family Office team and gain valuable insights to propel your career forward.
  • Participation and Succession Plan: Qualified advisors could become partners or be included in the practice’s succession plan.

What sets you apart:

  • Passionate About Client Service: You are dedicated to providing exceptional service to your clients.
  • Future-Focused: You have a strong interest in planning for your own financial future and career growth.
  • Dedicated Learner: You are eager to learn from experienced wealth management professionals and enhance your skills.
  • Eligible to Join: You are a CIRO-regulated investment dealer.  If you are a CIRO-licensed mutual fund dealer, you are looking to qualify for the CIRO Investment Dealer license within 9 months of joining the team.
  • Collaborative Mindset: You are open to integrating your team into a larger practice and working collaboratively with other professionals.

Partner for success

By partnering with Senecal, Lyons and Associates, you’re not just joining a Family Office team – you’re aligning yourself with some of the most experienced and qualified wealth management professionals in the industry. Our team’s expertise, combined with the vast resources of IG Wealth Management, ensures you have everything you need to deliver exceptional service to your clients and build a thriving practice. Together, we can create a seamless transition for your clients while securing a rewarding future for you.

Ready to build your future with a supportive team?

Contact us today for a confidential consultation and learn how we can help you take your practice to the next level.

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Disclaimer

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.