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Advice-only financial planning to secure your wealth
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Maximize the power of your money
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Let us help you make your financial goals your reality
What sets us apart?
We offer fully objective advice and transparent pricing dating back to 1986. Other financial advisors are paid by investment companies and banks in (often hidden) commissions, trailer fees or sales bonuses. With fee-only financial planning, we’re paid directly by you.
So we work for you – and you alone.
Financial solutions that are fully objective
Because your finances should be approachable
All your financial planning needs in one place
A relationship you and your family can trust
An established leader in financial planning
Financial solutions that are fully objective
Because your finances should be approachable
All your financial planning needs in one place
A relationship you and your family can trust
An established leader in financial planning
We’d love to talk in person, by email, phone or Skype
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.
Since founding our firm in 1996, David Stewart and Cynthia Kett have built an expert team of financial pros specializing in investment, tax and estate planning. Other specialties include customizing services to fit our clients’ unique needs and helping them get results that often go way beyond their expectations.
Whether you’re in Toronto, the GTA, elsewhere in Canada or around the world, we’d love to chat.