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

For over 25 years, Stewart & Kett Financial Advisors Inc. has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations.

Advice-Only = 100% Transparent

Financial solutions that are fully objective

Friendly professional expertise

Because your finances should be approachable

A full spectrum of services

All your financial planning needs in one place

Genuine client connection

A relationship you and your family can trust

Respected for over 30 years

An established leader in financial planning


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.

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


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.
Cynthia Kett

Cynthia Kett


James MacBride

James MacBride


Contact us

Whether you’re in Toronto, the GTA, elsewhere in Canada or around the world, we’d love to chat.
3001 – 2300 Yonge Street
Box 2308
Toronto, Ontario
M4P 1E4

(416) 362-6322