With more than 25 years of experience in the financial services industry, Isabelle is committed to your financial success. Rather than pursuing a merely transactional business relationship, Isabelle wants to get to know you and your unique goals and financial needs. Isabelle takes the time to focus on what is most important to you. She offers expert guidance to help you reach your financial goals, tax efficiency, with custom planning and a disciplined approach to investing.
Isabelle works closely with you to build a strong long-lasting relationship based on trust, and to explain and simplify complex concepts so you fully understand them. Drawing on her experience and expertise, Isabelle provides you with a customized approach to your wealth management and offers exceptional client service. She is your ally in your investment decisions and asset management.
A big believer in continuing professional development, Isabelle earned the prestigious title of Fellow of CSI and Chartered Investment manager designations. She is a devoted mother of two adult children, 21 and 23 years old and she prioritizes family and community values. In her free time, Isabelle enjoys reading and adventure traveling.
“I’m here to guide you through every market turn, providing strategic wealth planning that secures your future, ensuring your financial journey is as smooth as it is rewarding.”
-Isabelle Senecal, CIM, FCSI
