Reyes Group | iA Private Wealth
Scaling with Confidence: How Reyes Group Uses Maximizer + Plug & Play
Background
Reyes Group is a family-run advisory practice at iA Private Wealth, built on the values of service, strategy, and success. With two licensed advisors and a dedicated support team, they pride themselves on making the complex simple—always keeping client relationships at the centre.
Business Operations Manager Jamie Seguin helps ensure the team stays organized and efficient, so advisors can spend more time where it matters most: with clients.
The Opportunity
As the practice grew, Reyes Group wanted to ensure their systems could scale with them. Like many advisory teams, they managed client records across several platforms. They saw an opportunity to bring more of that information together in Maximizer, the system they already relied on daily for tasks, action plans, and client history.
“Time is the most important commodity we have, and maximizing the efficiency of the advisors is paramount.”
The Maximizer Advantage
From day one at iA Private Wealth, Reyes Group chose Maximizer as the foundation for their client and business operations. The team uses action plans, dashboards, and household views to stay organized and deliver consistently high service.
When Maximizer’sPlug & Play integration pilot launched, Reyes Group joined early. The integration adds portfolio and account data (positions, balances, cash, and more) directly into Maximizer, reducing duplicate entry and giving advisors one clear view.
Jamie describes it simply:
“The fewer systems our advisors have to jump around in to get client information, the more time efficient they are.”
The Impact
Even in the early stages of Plug & Play, Reyes Group is already seeing value:
- Prepared for growth: scalable processes that keep the team efficient as they expand.
- Greater trust in data: client records stay current and accurate across platforms.
- Time back for clients: advisors focus on conversations, not systems.
As Jamie puts it:
“Plug & Play means trust and data accuracy. As the business scales, having that integration will allow us to scale while keeping information accurate.”
And when asked if he’d recommend Maximizer? His answer was clear:
“Absolutely. I’ve already recommended Maximizer to other advisors and their administrative teams.”
The Bottom Line
Maximizer isn’t just software. It’s the backbone of their practice. With Plug & Play integration, that backbone is even stronger, giving them the confidence, efficiency, and accuracy they need to grow while continuing to enrich the lives of their clients.
