Our Team
of Professionals

Our team strives to be the most knowledgeable financial advisors. They hold designations that ensure your financial plan is relevant and cutting-edge. Together, we provide you with best in class advice and strategies that surround you and your family and help you to reach your financial goals.

Pierre Senecal

MBA | CPA | CFP | CLU | CEA | CIM | FCSI

Executive Financial Consultant

As Senecal Group’s leader, Pierre is more than a financial planner, he is a successful business owner. Prior to building a nationally recognized wealth management practice, Pierre spent more than 25 years as a business owner, in finance and in consulting. He has served in senior positions in both the private and public sector. Pierre joined IG Wealth Management because the IG mission aligned with his own – providing sound financial planning advice to help people realize their dreams.

Using tax-efficient strategies, Pierre combines his business management and leadership experience with his in-depth knowledge of business and personal taxation, trusts and estate planning to synchronize our clients’ personal and professional financial lives.

Pierre loves to learn and is constantly seeking to hold the industry’s highest designations to ensure that he can provide relevant and creative solutions to our clients’ complex financial situations. A natural educator, Pierre empowers our clients to make educated decisions about their wealth. He thrives on getting to know all the aspects of our clients’ financial lives and finding innovative wealth management strategies to help them grow, protect, and transfer their wealth.

James Lyons

CIM

Associate Consultant | Business Partner

As a consultant with Senecal Group, James believes that the key to financial success lies in developing and monitoring a financial plan that synchronizes their goals and their resources. A Chartered Investment Manager, James helps our clients design investment portfolios that help them achieve their financial goals.

As an avid sports enthusiast James has learned that is important to continue to learn new strategies to adapt to the ever-evolving game. He approaches financial planning and portfolio construction with a similar attitude, bringing our clients cutting-edge wealth management strategies.

Kiron Leava

CFP | RRC

Senior Financial Consultant

The newest member of the Senecal Group, Kiron brings more than 6 years of financial planning experience as a consultant at IG Wealth Management. As a CERTIFIED FINANCIAL PLANNER professional, Kiron has the knowledge and expertise to assist clients with their complex and unique financial situations. Kiron works closely with clients to ensure all financial variables are accounted for, creating, and monitoring financial plans to achieve what matters most to the client.

Kiron is a social being and enjoys both outdoor and structured fitness activities. He believes that, like calling a personal trainer for fitness guidance, financial planning is too important to handle with a do-it-yourself approach. And just like a personal trainer would offer a workout plan to follow, Kiron provides clients with a robust financial plan that serves as a path towards long-term financial resilience, stability and a positive relationship with money.

Lara Zupke

Executive Assistant

Lara joined Senecal Group in 2012, bringing 6 years of administrative & project management experience in a high-end lighting company.

Lara’s stellar attention to detail and extensive business processing knowledge makes the administration of our investments and financial planning best in class. She is passionate about our clients’ financial well-being, and goes above and beyond to help them achieve it.

Nicole Petrocco

Executive Assistant

Nicole joined Senecal Group in 2018 from fundraising and communications in the not-for-profit industry. She brought with her a passion for helping people, and primarily focuses on our communications and client experience initiatives.

Nicole books client appointments, coordinates our tax reporting program, helps to keep clients informed of team and industry updates and plans client appreciation events and financial education seminars.

Susan Sullivan

Executive Assistant

Susan joined Senecal Group in 2018, bringing almost 20 years administrative and event planning experience at IG Wealth Management with her. Susan helps to ensure our client events run smoothly and coordinate Senecal Group’s charitable initiatives. She is passionate about the client experience, and helps out administratively to ensure our clients’ needs are met.

Our clients know that every member of our team plays an important role in coordinating their financial life. We’ve earned their confidence as advisors helping them navigate every financial milestone. We take pride in being the people they call to celebrate a success or weather the unexpected.

Pierre Senecal Executive Financial Consultant

A team of specialized experts working for you

Our clients have unique and often complex financial situations. To ensure we provide the best advice, we are supported by IG Wealth Management’s Advanced Financial Planning professionals. This is a team of CPAs, lawyers and other specialists with expertise in:

Tax and Estate Planning
Securities
Risk Management and Insurance Protection
Mortgage and Debt Management
Business Succession Planning
…and more.

Christine Van Cauwenberghe

B. Comm. (Hons) | LL. B. | TEP | CFP® | RRC

Head of Financial Planning

Christine is Head of Financial Planning in the Advanced Financial Planning department of IG Wealth Management. She provides advice to high net worth clients on complex tax and estate planning matters. Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her Certified Financial Planner designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto. She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, the Law Society of Manitoba and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.

Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.

Read more about Christine’s career path and client experience.

Jack Courtney

B.A. | LL.B. | TEP | CFP® | FP Canada™ Fellow

Vice-President, Advanced Financial Planning

A tax lawyer by background, Jack leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high net worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

Jack obtained his Bachelor of Arts and law degrees from the University of Manitoba, and was called to the Manitoba Bar in 1988. He has practiced law in both the private and public sectors. Before joining IG Wealth Management in 1997 Jack spent five years as tax litigation counsel with the Federal Department of Justice. Jack also stepped out of his head office role in 2001, and spent two years in our advisory network as a Divisional Director in British Columbia.

Over the last 21 years, Jack has worked with owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and trusts. He has also made numerous presentations to both public and professional audiences on these topics.

He is a member of the Canadian Tax Foundation and Society of Trust and Estate Practitioners, and a Fellow of the Financial Planning Standards Council.

In addition to the IG Wealth Management’s advanced financial planning experts, our clients have exclusive access to IG’s local insurance, investment management and mortgage specialists.

Ty Wehrenberg

CFP® | CLU | ChFC

Estate and Insurance Specialist, I.G. Insurance Services Inc.

Ty started his career in financial services in 1988 and joined IG Wealth Management in 1997. In 2001, he moved to I.G. Insurance Services and is currently an Estate and Insurance Specialist. Prior to working at IG Wealth Management, Ty worked in retail banking for a major Canadian financial institution. Ty is a graduate of York University and Laurier University.

Ty’s focus is working with high net worth clients and on large, complex estate planning cases. His extensive experience allows him to help clients understand where insurance can be both a risk management tool as well as a wealth planning and enhancement tool.

Scott Buck

Wealth Specialist, Investors Group Securities Inc.

Scott Buck joined IG Wealth Management in April 2013 as a Wealth Planning Specialist. His overall responsibilities are to provide product knowledge and portfolio advisory services through in-person advice and written commentary on stocks, bonds, and investment portfolio strategies.

Before joining IG, Scott worked in the Personal Financial Services Industry since 1989, working directly with clients with a focus on investment management and financial planning.

Scott holds a Bachelor Degree in Commerce with a major in Finance from the University of Saskatchewan. He has obtained the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Registered Retirement Consultant (RRC), Chartered Investment Manager (CIM), and Fellowship of the Canadian Securities Institute (FCSI).