What we do
1. Introduction
1. Introduction
1. Introduction
In our first meeting we want to get to know you. We ask important questions to make sure we understand what's important to you.
We help you gain clarity and structure so you can understand your current financial situation and define your financial goals.
After the first meeting, we take all the information we gathered and create an optimized financial plan.
2. The Plan
1. Introduction
1. Introduction
During the second meeting, you will receive a "one page financial plan." Clients have traditional used this summary as a checklist to focus their time and energy on.
We go through all the background details so you fully understand the reasons behind the recommendations.
3. Implementation
3. Implementation
3. Implementation
Plans are worthless unless they are put into action. We implement the financial plan in the best way possible and monitor and adjust when necessary.
4. Repeat
3. Implementation
3. Implementation
Life happens. This is why it's important to repeat this process when things change in your life or if your financial situation changes.
What our clients have said about us
February 5, 2020
February 5, 2020
February 5, 2020
I would highly recommend Adam as a financial advisor. His approach is fully customized to my life, in terms of goal setting, investment/estate planning, retirement plans, and taxes. He is trustworthy and ethical, and works well under changing life situations, which are, of course, inevitable. Every decision Adam recommends is backed by logic, and he is fully transparent with his thought process. I am able to entrust Adam with a very important aspect of my life, which is great for me since I am then able to re-direct focus to other areas of my life without worrying about my finances.
- Ashley
January 12, 2020
February 5, 2020
February 5, 2020
After meeting with Adam, my wife and I feel confident about meeting our financial goals in the near and distant future. He took the time to understand and incorporate our goals and priorities into a comprehensive savings plan for our future. This has motivated us to start saving for our future and I want to thank Adam for helping us through this process. We look forward to working with him in the future as our family grows and our financial needs change.
- Jordan
June 27, 2019
February 5, 2020
June 27, 2019
Adam is a gem! His approach is holistic, personable, thorough, and professional. He was able to help me self-discover the gaps in my finances, offer strategies that are attainable, and taught me some easy ways to get on track quickly. Plus he is accessible and highly engaged. Adam is an all-around smart guy - I'm starting a new business and he offered some clever marketing strategies that I hadn't considered. Highly recommend Adam as a holistic financial advisor!
- Wendy
June 10, 2018
January 31, 2018
June 27, 2019
I can't say enough about our experience with Adam. He asked great questions and started a really valuable conversation about our financial and life goals- touching on many important things that we had never really considered before having our son. He provided an incredible level of detail in preparing a plan and budget to address our key priorities and was an overall wealth of knowledge.
- Laura
January 31, 2018
January 31, 2018
January 31, 2018
While working with Adam as a client, his level of personal attention to me and my partner's financial goals and habits was admirable. He takes the time to really understand your needs and lifestyle, and in the end we were given a clear and thorough road map for financial success. I would highly recommend Adam to anyone looking for financial advice or services.
- Patrick
October 8, 2017
January 31, 2018
January 31, 2018
Adam is a knowledgeable financial advisor who truly listens to my goals, priorities and questions. He explains all concepts in a thorough and easy to understand way and I feel confident with the decisions I make in response to his advisement. The exercises he has you accomplish are insightful and provide a framework for identifying and prioritizing meaningful goals.
- Melanie
November 14, 2017
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November 14, 2017
I have been working with Adam for three years and have enjoyed his professional, knowledgeable and proactive attitude. When it comes to personal financial planning, Adam is a trusted advisor who takes full consideration of my interests, questions, concerns and goals in order to develop a plan with the greatest impact. I cannot thank him enough for helping me feel confident in my financial decisions.
- Kate
November 6, 2017
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November 14, 2017
I have been dealing with Adam and his organization. Adam has made my life easier with my finances as he explains everything very simply and has the patience. Adam goes out of his way to assist me with my financial questions. His reliability and promptness is very commendable. I highly recommend Adam for any persons financial assistance.
- Sonia
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About us
Financial Planning is in our blood
Enrich Financial was founded by a father and son team, Leonard and Adam Seeto. They are dedicated to providing personal financial services. While their office is located in Richmond Hill, Ontario, they serve over 200 families focused in the Greater Toronto Area.
What makes Enrich Financial different is the combination of knowledge, skill and enthusiasm to not only meet but exceed client’s experience with financial planning.
They do this by:
- Learning and understanding your personal situation and goals
- Explaining the various options available to you
- Guiding you throughout the decision making process and
- Implementing the strategies and solutions to achieve your objectives
Our Fees to Manage Your Investments
Hourly Consult
Comprehensive Financial Plan
Comprehensive Financial Plan
This option is good for one time or irregular consults with us, often tackling a single concern or question.
Have a personal finance question you want to discuss or get a second opinion on your finances? Need help understanding an investment strategy or creating a plan to hit a financial milestone?
The first hour is complimentary, thereafter $200+HST per hour.
Comprehensive Financial Plan
Comprehensive Financial Plan
Comprehensive Financial Plan
This option is ideal for those who want to discuss financial priorities, analyze current investment holdings and create a plan to reach your goals.
Often families and individuals will do a comprehensive financial plan after a major life milestone or a significant change in their financial situation.
Crafting a full financial plan is custom to each individual and family.
Plans start at $2,000+HST.
Ongoing Full Service
Comprehensive Financial Plan
Ongoing Full Service
This option works for those who want to take their comprehensive financial plan and put it into action for the long term.
We tailor our approach and support to help you attain your financial goals, meeting with you as needed to keep the plan on track.
Our investment minimum for this option is $500,000 which provides you with as-needed complimentary hourly consults and a comprehensive financial plan.
Meet the team
Adam Seeto
Shirley Marchant
Leonard Seeto
Adam decided to join the financial industry in 2013 to helping individuals and their families, after working in various analytical positions.
Adam graduated from the University of Toronto with a HBSc degree, earned an MBA from Wilfrid Laurier University, and is a CFA charterholder since 2017.
Originally interested in a career in science, it
Adam decided to join the financial industry in 2013 to helping individuals and their families, after working in various analytical positions.
Adam graduated from the University of Toronto with a HBSc degree, earned an MBA from Wilfrid Laurier University, and is a CFA charterholder since 2017.
Originally interested in a career in science, it was his entrepreneurial experience operating a residential window cleaning business that encouraged him to pursue a different path. Adam also holds a violin diploma from the Royal Conservatory of Music and is an alumni of the Toronto Symphony Youth Orchestra (TSYO). Besides the violin, he has studied the piano and guitar. Adam currently resides in Toronto with his wife, son, daughter and Dumpling the cat.
Leonard Seeto
Shirley Marchant
Leonard Seeto
Len was a bank branch manager for many years before he became an independent financial advisor in 1991. He co-founded Meta Financial, a mutual fund dealer in 1998.
Len holds a BBM degree from Ryerson University and awarded the FICB from the Canadian Securities Institute.
Having emigrated from Fiji to Canada in 1965, he continues to volunte
Len was a bank branch manager for many years before he became an independent financial advisor in 1991. He co-founded Meta Financial, a mutual fund dealer in 1998.
Len holds a BBM degree from Ryerson University and awarded the FICB from the Canadian Securities Institute.
Having emigrated from Fiji to Canada in 1965, he continues to volunteer his time mentoring other new immigrants. Since 1969, he has been organizing recreational hockey nights and enjoys following hockey, basketball and baseball. With his wife, they raised their two sons in Bloor West Village where they still reside.
Len has since retired and spends his time golfing and helping out with his three grandkids.
Shirley Marchant
Shirley Marchant
Shirley Marchant
Shirley has been part of the team since 2000 when it was known as Meta Financial. She previously worked at IBM as a Marketing Manager. She plays a key role managing the behind the scenes when it comes to taxes, investments and insurance.
Shirley earned her HBSc from University of Toronto, the Financial Planning Certificate from Seneca Coll
Shirley has been part of the team since 2000 when it was known as Meta Financial. She previously worked at IBM as a Marketing Manager. She plays a key role managing the behind the scenes when it comes to taxes, investments and insurance.
Shirley earned her HBSc from University of Toronto, the Financial Planning Certificate from Seneca College and attended Ryerson University for Project Management. Shirley likes to remain active through golfing, hiking, indoor cycling and running.
Contact us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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