Who We Help

Whether you are growing an established business, looking for sound financial advice for your medical practice or a retiree looking to preserve your wealth for future generations, we will help you take the wonder out of how to achieve your financial goals.

Every one of our clients have unique and complex financial situations that require creative solutions. We can bring value to any financial situation, but most of our clients fall into one of the following categories:

Business owners & self-employed
Healthcare Professionals
High Net Worth Families
Incorporated Professionals

"One of the wisest financial decisions I’ve made in my life is to put my faith and confidence in Pierre Senecal, The Senecal Group and IG Private Wealth Management. The team is a group of knowledgeable, caring and personable people. When I made the decision to put my faith in The Senecal Group, Pierre and his team helped me amalgamate my financial assets and began monitoring my finances in order to achieve the maximum return possible. Their “watching my back” is certainly helping me enjoy my retirement!! Further, Pierre encouraged me to allow him the opportunity to consult with my children and I am so pleased that I followed through with this suggestion. He’s consulted with them, answered their questions, and continues to help them in making financial decisions. In all sincerity, I am presently more confident and secure in my family’s financial future than I have ever been in my entire life."

Solutions for Business Owners

Owning a business adds layers of complexity to your financial planning, like how to structure your organization tax effectively, how to manage risk, and plan your retirement in a way that harmonizes your business, lifestyle and family needs. You have worked hard to establish your business and we want to help you focus on growing your business knowing you have taken the right steps to protect the fruits of your labour. We help business owners like you choose financial strategies that will support your business’ growth and ensure you meet all of your financial goals.

Solutions for Healthcare Professionals

Your patient’s well-being is at the heart of what you do. They look to you to help them find the best and most current solutions to maintain their health, and weather any concerns that might arise. We treat our client’s financial well-being in the same way. We stay in-tune with the current trends and changes that arise in the financial landscape, and provide you with insights that are relevant to your needs as a medical professional. We help practitioners like you identify a corporate structure that will minimize your tax liability and develop wealth management strategies that will help you meet your financial goals.

Solutions for High Net Worth Families

You have worked hard to build your wealth and want to see it protected and preserved. We work with each generation of your family, providing them with financial education and supporting them at whatever stage in life they are in. We guide affluent families, like yours, to investment options that grow your wealth, identify tax-advantaged ways to pass along your wealth and help each member develop a financial plan to meet their individual goals synchronized with the financial needs of the family.