Welcome to Seeley Group Private Wealth Management
We are a team of financial professionals who focus on guiding affluent Canadian business owners and high net worth families toward their financial goals. We use strategies designed to fit your unique needs—personal or business—and work daily to anticipate your evolving financial life.
Seeley Group's dedication and vision for servicing high net worth clients is illustrated through maintaining one of the highest assets under administration per family group at IG Private Wealth Management across Canada, placing within the top 15 among all practices.*
*As of July 2024
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 13 years of combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
I had the pleasure to attend a meeting held by IG Wealth Management where a lot of interesting ideas were discussed about the retirement and how to be prepared from a financial point of view. I was offered to have a follow up appointment in order to have the opportunity to discuss our specific circumstances. My wife and I had a meeting with Kyle Seeley, consultant from IG, and we were asked about everything with regards to our financial situation. He was very kind and responsive and gave us thorough advice about what would be the correct direction in the future. But the best was still to come. We had a final appointment with him to review a very impressive financial plan where they projected our financial issues until the end of our lives and analyze some sensitivities to give us quality advice about what to do in the future and how to correct right away the things we are doing poorly. Amazing job Kyle. Well done!
Ignacio U., Vice President, Operations
Kyle is an exceptional financial advisor. I have been using him for over two years and could not be more pleased. He is professional, timely, and thorough. Kyle keeps me well informed and has provided me with a plan that makes me confident I have a strong foundation for a great retirement as well as exceptional tax savings for my business. His associate Rojin is also very helpful and timely.
Sam K.
It can be difficult contacting a financial advisor to discuss your private financial situation. Kyle explained the services they offered in the most simplified way possible for me to understand. He was helpful and informative, answering my query with simple, no nonsense facts. A great service.
Shawn M.