Stewart & Kett came highly recommended to my wife and I by a friend. We established a good rapport and felt very comfortable with Cynthia; we weren’t treated like “just another client” or talked down to, which was important to us. Over the years, our needs have changed from simple accounting and tax related work to financial/estate planning, advice for our small business and implementing regular financial reviews with our broker. Cynthia’s ability to explain complex financial matters to us in easy, understandable terms has been invaluable.

There is a confidence that comes working with Stewart & Kett, knowing that your affairs are being managed efficiently, in your best interest and a cost effective manner. What’s unique about this firm is their menu of services…and that their fees are based on time spent – not on what product they can sell you or on the size of your portfolio.

Stewart & Kett were recommended by a colleague and I’ve been a client since. I like their straightforward approach: they quickly assess my needs, are very responsive, and client-focussed. Along with preparing my personal and business taxes, they’ve advised me on investments, retirement, my company and my estate.

For 20+ years, David Stewart has done my taxes and net worth statements, kept stock option and other equity holdings records, rated the performance of my investment managers, assessed alternative investment strategies and more. His expert oversight on everything from tracking my business’ GST to purchasing property in the USA, to whether I should lease or buy a car has given me peace of mind.

Stewart & Kett does our tax returns… and has advised us on how to reduce the taxes we pay. Their investment advice has helped keep our portfolio successful. They’ve even crunched the numbers to see if complicated financial decisions (like buying universal life insurance) are good investments for us. Over and above our business relationship, we find the people at Stewart & Kett friendly and easy to talk to. We count ourselves lucky to have them as our financial planners.