Welcome to Lyle & Associates Private Wealth Management
We are dedicated to guiding our clients through their retirement journey with personalized strategies tailored to their unique goals. Our practice is built on a foundation of trust and integrity which means every interaction we have with our clients is based on our commitment to these core values. We work tirelessly to help our clients preserve their legacy and grow their net worth, allowing them to fully enjoy the rewards of their hard work.
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 15+ years 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.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
We've been working with Lyle & Associates for several years now, as we couldn't be happier with the service they provide. Graham's expertise, professionalism, and dedication have helped us navigate through various financial decisions with confidence. His personalized approach and thorough understanding of our financial goals have truly made a difference in achieving our objectives. We highly recommend Lyle & Associates to anyone seeking reliable and knowledge financial guidance.
- Fergus & Chris S.
We've had an outstanding experience with Ryley Kitchen at Lyle & Associates and their full-service financial planning practice. From the initial consultation to the implementation of my personalized financial plan, their professionalism and expertise were evident. Ryley has demonstrated a deep understanding of financial complexities, offering a holistic approach covering budgeting, retirement, investments, and estate planning. Their clear communication and thoughtful recommendations provided me with confidence throughout the process. I highly recommend Ryley for anyone seeking a knowledgeable and dedicated partner in managing their financial future. The personalized attention and comprehensive approach exceeded my expectations.
- James & Allison S.