Advice-only financial planning to secure your wealth
Maximize the power of your money
Let us help you make your financial goals your reality
What sets us apart?
We work with your best interests in mind
HOW CAN WE HELP YOU?
We’d love to talk in person, by email, phone or video call
Stewart & Kett in the News
Want to see us in action? Check us out on BNN, Global News, CBC, and in The Financial Post, The Globe and Mail, MoneySense, Morningstar, and more.
Two leading tax experts share their savvy tips and best practices that could simplify your financial life and save you thousands. Cynthia Kett of Stewart & Kett Financial Advisors offers three decades of insights in accounting, tax, and financial planning. Tim...
Three experts, including Cynthia Kett of Stewart & Kett, explain that, with advance discussion and a bit of education, a matriarch can rest in peace, knowing that the family jewels continue to shine in the hands of their new owners. Read the full article
If you’re a homeowner planning for retirement, you may be hoping to cash in on your house to support yourself in your golden years. But is that a wise move? Adam Fisch, an advice-only financial planner at Stewart and Kett Financial Advisors, agrees it’s a huge risk to...
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.
J. S., retired corporate executive and business owner
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.
S. F., business owner
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.
M. C., retired business owner
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.
S. S., retired VP Human Resources, multinational pharmaceutical company
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.
M. C., retired business owner
THE STEWART & KETT TEAM