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Peace of Mind for You, Seamless Transition for Your Clients

Considering retirement sometime in the next 3 to 5 years and wondering how to best serve your clients’ long-term needs? At Senecal, Lyons & Associates Private Wealth Management we understand the weight on your shoulders. We offer a smooth succession plan that ensures your clients continue to receive the exceptional service they deserve while rewarding you for your years of dedication.

Benefits for you:

  • Rewarding Retirement: Enjoy a well-deserved retirement with a high guaranteed valuation of your practice, a high up-front payment, a tax-planned exit strategy, and continued post-retirement compensation.
  • Stress-Free Succession: We’ll work closely with you to create a personalized transition plan that minimizes disruption for your clients.
    Your expertise will be invaluable in ensuring a smooth handover, and we’ll handle the heavy lifting.
  • Confidence in Your Clients’ Future: Knowing your clients are in the hands of a Family Office team with the same values of trust, empathy, and exceptional service you’ve instilled provides immense peace of mind.

Benefits for your clients:

  • Seamless Transition: Your clients will continue working with experienced, qualified advisors who share your commitment to comprehensive financial planning. We’re open to a flexible transition that may include integrating your existing team into our Family Office.
  • Enhanced Expertise: Your clients will gain access to the vast resources of IG Wealth Management, including tax, legal, and advanced financial planning specialists, ensuring their wealth continues to grow and their goals are met.
  • Continued Trust: We understand the importance of client relationships. Our team will work diligently to maintain the trust and confidence you’ve built over the years.

Why choose us?

Senecal, Lyons & Associates Private Wealth Management is a CIRO Investment Dealer Licensed and Life Insurance Licensed Family Office with a proven track record. Our team members hold the most prestigious Industry designations and possess extensive experience in all aspects of wealth and investment management. Additionally, through IG Wealth Management, we have access to a network of highly qualified tax experts, lawyers, and accountants to provide your clients with the most comprehensive financial planning solutions available.

Don't let your clients' financial future be uncertain

Contact us today for an exploratory and confidential “no-obligation” conversation.

Express Consent: By providing my telephone number and/or email address below, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. I can withdraw my consent at any time by following the unsubscribe instructions in any marketing emails I receive from IG Wealth Management. We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.

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Investors Group Securities Inc.

CIRO. ca  |  CIRO Advisor Report 

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.

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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.