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Business Owners

Focus on growth, not finances

As a business owner, you’re juggling a lot. Let us handle the complexities of your financial world, so you can focus on what you do best: growing your business.

At Senecal, Lyons & Associates, we understand the unique challenges you face. We offer tailored financial strategies that support your business growth and help you achieve your personal financial goals.

Senior, CEO and worker high five for support, team work or sales goals at a digital agency business

Our services

We understand the unique challenges you face, from navigating complex tax strategies to planning for a smooth business transition.

  • Financial Planning: Create a personalized roadmap for your financial success, covering business goals, retirement aspirations, tax optimization, and estate planning.
  • Investment Management: Build a diversified portfolio that aligns with your risk tolerance and long-term goals, including traditional and alternative investments.
  • Succession Planning: Ensure a smooth transition of your business to the next owner or a strategic buyer, minimizing disruption and maximizing value for you.
  • Legacy Planning: Secure your financial future and leave a lasting impact with estate planning and trust structures that protect your wealth.
  • Philanthropic Planning: Integrate charitable giving goals into your overall financial plan if it aligns with your vision.

Your business deserves a financial partner who understands your vision

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.