Planning

Helping you achieve true financial well-being

Every decision made in one of the six key dimensions of your financial life may open opportunities or present challenges in another.

Only when your financial needs are truly interconnected and synchronized, can you be sure you are maximizing your potential and achieving true financial well-being.

"Since 2017 we have entrusted our investment management and financial planning to the Senecal Group because we were not receiving the advice and attention we needed to feel secure in our retirement. In the current tumultuous market, the continued advice and the properly timed suggested adjustments we have received has given us the confidence that our investments are in safe hands.

We are equally impressed with the depth of knowledge Senecal Group has in estate- and tax planning. Proper advice in these areas require not only knowledge of all applicable laws and regulations but also a deep understanding of the personal and financial circumstances of the client. Pierre and Alex have always made themselves available to patiently explain these nuances to us which has led to our greater understanding of financial planning and investment management.

A special thanks to the whole team for always efficiently coordinating meetings and hosting events. We recommend the Senecal Group to anyone who requires personal, knowledgeable and efficient investment services and more."

Your financial picture is complicated, our process simplifies it for you! Every financial plan starts with a great conversation!

Our clients look to us to take the wonder out of how to achieve their goals. They choose us because we provide them with the confidence that they will achieve their financial goals and the peace of mind that their wealth is secure.

Discovering the Destination

We begin our relationship by getting to know each other – we want to learn about what is important to you, what planning if any you have already done, and what resources you have to help you meet your goals. We encourage you to take this time to get to know us too.

Your Map To Financial Well-Being

We will present you with a comprehensive financial plan that joins the reality of where you are today with the future you want. At this stage our team will help you implement your your cash flow management strategy, coordinate with your accountant to execute tax planning strategies, and work alongside your lawyer to set up your estate plan. We will create a customized blend of investments that manages risk, uncovers opportunities and minimizes your tax bill. Our team will work with you to synchronize all aspects of your financial life to help you build, protect and transfer your wealth with ease.

The Journey

Financial planning is an ongoing process of tracking progress towards your goals, adapting to changes in your life and the financial landscape, and taking advantage of new strategies and products that become available. We will meet with you, your family and trusted advisors regularly to provide financial education, keep you informed on the markets and economy and learn about life changes that might affect your financial journey to ensure your plan stays relevant.