Seeley Group Private Wealth Management

Seeley Group Private Wealth Management

5.0

(20 Reviews)

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Listed In: Financial Planning

We guide affluent Canadian business owners and their families throughout retirement and beyond by reducing the overall family tax burden. With access to world class asset managers, industry leading lawyers and accountants – Seeley Group will ensure we have the best individuals working… Read more

5.0

20 Reviews

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Shawn Mills

By Shawn Mills on July 28, 2026 Verified by Google

I’ve been working with Seeley Group for several years, and they’ve been a great partner in helping me with my financial planning. Their advice is always honest, knowledgeable, and focused on my long-term goals.

The entire team is professional, responsive, and genuinely cares about their clients. I always feel confident knowing I have people I can trust to help guide my financial decisions.

I highly recommend Seely Group to anyone looking for reliable financial planning and exceptional service.

Alison Frayne

By Alison Frayne on July 20, 2026 Verified by Google

We have worked with Kyle Seeley for close to a decade and have always appreciated his thoughtful, professional, and client-focused approach. Kyle provides sound financial advice, takes the time to understand individual goals, and explains options clearly and honestly. His responsiveness and attention to detail give me confidence that my financial planning is in good hands. In particular, Kyle has helped us move towards financial security that we could not have achieved without his advice and financial management acumen. We would not hesitate to recommend Kyle and his team to anyone seeking trusted wealth management and financial planning advice. As new Canadians, it has made all the difference to us.

Mark LaPrairie

By Mark LaPrairie on July 16, 2026 Verified by Google

I have worked with Kyle and his team for several years. Kyle provides his clients with exceptional service. He is technically very sound and knows both financial planning and money markets very well. Kyle is exceptionally personable and easy to work with. He's a great listener and takes time and effort to explain strategies and financial planning concepts that a non-finance person might not understand right off the bat. I really value Kyle's steady and clear guidance with a view to the long term. At the same time, Kyle is grounded in the reality that a Client's plans and priorities may change, in which case he is ready to adjust and re-orientate to meet his Client's needs. Kyle is prudent and careful in his advice giving, but he also has helped me move past what I thought was my comfort zone in ways that were strategic and which paid off (literally). I would absolutely recommend Kyle and his team. I have worked with several financial advisors in my 61 years and, so far, Kyle is the best.

Dr. Gabriella Colussi Arthur

By Dr. Gabriella Colussi Arthur on July 16, 2026 Verified by Google

My husband and I have worked with Kyle Seeley since 2018, and since then our portfolio has grown from strength to strength. Kyle is a consummate professional—he works splendidly with us, he is a very good listener, extraordinarily supportive, patient and thorough, and very responsive to our particular needs and challenges. The new Seeley Group has grown considerably. We have regular portfolio meetings and are in touch with all the latest developments in the field, all the while limiting or indeed eliminating any unnecessary fees. We feel completely secure that the Seeley Group has positioned our assets according to our age requirements as retirees. What we appreciate the most is that Kyle provides us with the best information; he conducts his research thoroughly and he has access to a whole host of experts and expertise. We could not recommend him more highly.

Richard T. W. Arthur

By Richard T. W. Arthur on July 16, 2026 Verified by Google

I first met Kyle at a presentation given by him and Ryan Shoemaker at the Investors Group Hamilton office location in February 2018, a few months before I retired from university. I was impressed by the way they comported themselves and their knowledge of the needs of retirees like myself. Subsequently my wife and I signed up with Ryan and Kyle, who took over our financial portfolio. They helped me in the difficult process of retrieving my pension from the United States, where I had worked for half my academic years of employment, and depositing it in LIFs and RIFs. We continued with Kyle since he split from Ryan to form Seeley Group Private Wealth Management. We have received nothing but good advice about how to manage our assets and minimize taxable income, and have made good profits on safe investments ever since. Kyle is always available to give professional advice and chat, and has an excellent support team. We feel very secure with his having our back. On our recommendation, our son, who is a successful entrepreneur, has also employed the Seeley Group to help him with aspects of his business.

Loren Muhling

By Loren Muhling on December 10, 2023 Verified by Google

Kyle has been my financial advisor for the last 3 years and I couldn't be happier with how Seeley Group Wealth Management is managing my investment portfolio. It has been stress free investing for me knowing I can fully trust Kyle with my finances. Thanks Seeley Group!!

Kathleen S

By Kathleen S on October 17, 2023 Verified by Google

Kyle had been my financial advisor for 5 years and is someone I trust. He took the time to learn about my investing goals and my risk comfort level, then educated me on options to diversify my portfolio and build my net worth. When I changed jobs, Kyle provided timely support with a pension analysis and advice on whether to leave my pension with my former employer or take out the commuted value. Kyle has also walked me through the process of setting up life insurance and critical illness insurance, ensuring I have adequate coverage and providing peace of mind. On an annual basis, Kyle sets up a performance review and also reviews my financial plan with me to ensure I'm on track with my financial and retirement goals and answer any questions I may have. Kyle is professional, personable, has in-depth knowledge, and provides excellent communication. I highly recommend Kyle as a financial advisor.

Kurtis S

By Kurtis S on October 17, 2023 Verified by Google

I've had my portfolio with Kyle for 5 years. When I started a new job, I sent Kyle the pension options my new employer was offering. He took the time and went over all my options and explained anything I was unsure of or that I didn't understand. With all my goals in mind we started a retirement plan this included life insurance, tax savings and RRSP investments. During my annual review with Kyle I see my progress and projections, it's very satisfying. Kyle always has your best interests in mind, guiding you to achieve your financial goals and aspirations.

Courtney K

By Courtney K on October 10, 2023 Verified by Google

I started working with Kyle because of a recommendation from a family member and I've been very impressed! Kyle is thorough, professional and very knowledgeable. I'm self-employed so having a good financial advisor is very important to me and Kyle has helped me to feel confident about what my financial future holds. Highly recommend!!

Kate

By Kate on October 8, 2023 Verified by Google

I have been working with Kyle for 4 years. Kyle has been very informative, timely and ultimately someone I trust to help me navigate my financial challenges. He has been an advocate of mine who is continuously looking to help me grow my net worth.

sam karounos

By sam karounos on October 3, 2023 Verified by Google

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.

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Seeley Group Private Wealth Management 5.0 out of 5.0 based on 20 user reviews.

Seeley Group Private Wealth Management
199 Bay St., Toronto, ON
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