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Kyle Richie

Senior Executive Consultant

   

“Hearing ‘thank you’ for being the number-one
game-changing professional in my life from 20-plus
year clients’ is one of my proudest moments as an advisor.”

Kyle Richie

Senior Executive Consultant

“Hearing ‘thank you’ for being the number-one game-changing professional in my life from 20-plus year clients’ is one of my proudest moments as an advisor.”

Kyle Richie is one of the most celebrated and respected financial advisors in the nation. He is known throughout the financial industry for his wealth management knowledge, passion and unique ability to explain to clients and other financial professionals everything from complex financial strategies to highly advanced tax planning with strength, simplicity and clarity.

Kyle was ranked IG Private Wealth Management's  #1 financial advisor in Canada in 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017 and 2018. In 2018, Kyle was ranked the #1 financial advisor in Canada for advisors across all firms by Wealth Professional magazine.  He has won virtually every award and accolade IG has to offer based on new business including a lifetime achievement award for financial planning and wealth management.

His path to his current role began as a 12-year old boy, with a board game called 'Stock Ticker', which made him fall in love with the financial industry. He began personally investing very early and after obtaining an economics degree from the University of Western Ontario, he made stops at the Royal Bank of Canada and Chase Manhattan Bank (now JP Morgan Chase) before starting with IG in 1999.

Kyle has spent more than two decades understanding and managing the unique financial complexities of physicians/surgeons and dentists.  Approximately 95% of all of his clients are medical/dental professionals. Kyle‘s father is an orthopaedic surgeon, his uncle is a dentist, and his wife, mother, mother-in-law and sister are nurses. 

Kyle is frequently asked to motivate and educate other financial professionals and has been a featured keynote speaker at many investment, insurance and medical industry conferences nationwide and around the globe.

He consistently maintains the highest ethical standards and continually strives to always improve clients’ lives and experiences.

Kyle and his wife Melanie believe in giving back and they are actively involved in the community. In addition to countless hours of volunteering, they are both significant donors to several charities including the local food bank, the United Way, World Vision, Amnesty International, Sick Kids Hospital and several other charitable organizations focused on helping less fortunate children.

Kyle and Melanie live in Brantford and have three wonderful children.  When Kyle is not logging long hours at work he enjoys skiing, golfing, playing hockey and spending time with his family. 
 

 

Getting to know Kyle...

Hidden ambition: Getting drafted to play for the Toronto Maple Leafs.

Best pieces of financial advice received: 1) Concentrate to get rich, diversify to stay rich.  2) Use prudent use of leverage early in life. 

Favourite place to relax and unwind: Cottage and watching live music.

If Kyle could meet anyone, past or present, it would be: Warren Buffet and Jerry Garcia

Hidden ambitions: Get noticed at the local hockey rink during a game of shinny and get drafted to the NHL

Favourite book: Atlas Shrugged

Favourite quote: "We are what we repeatedly do. Excellence, then, is not an art, but a habit"- Aristotle.

What’s your favourite food: Medium rare steak, baked potato, caesar salad and a fine red wine

Best piece of advice for financial security: It’s not how much money you make, but how much you keep, how hard it works for you and how many generations you keep it for.

Favourite pastime: Traveling with family and spending time at the cottage

Publications

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Top 50 Advisors

Author: Wealth Professional Magazine

Kyle Richie led the pack as this year’s number-one advisor. Who else made the cut?

Real financial advice takes time

Author: Leo Almazora from Wealth Professional Magazine


What’s the secret to developing a successful career in the financial services space over 20 years? For Kyle Richie, it’s all about passion – and a focus on making sure clients have good experiences and better outcomes.