A “general manager” for the high net-worth client

15 February 2007
33 Views

The Investment Executive, Cynthia Innes

In the sea of financial information, investment products and services now available, Stewart & Kett Financial Advisors Inc. has positioned itself as a “financial lighthouse” for clients looking for unbiased advice.

Established in 1996 by principals David Stewart and Cynthia Kett, the Toronto-based, advice-only firm provides customized financial plans for clients who don’t have the time, interest or confidence to sort out their complex financial situations. The pair offers complete financial planning services – including tax, investment, estate and retirement planning, as well as cash and risk management – on a fee-for-service basis.

Stewart and Kett consider a person’s or a family’s complete financial picture, and then work with the client to develop a customized financial plan. The client then implements the plan with his or her own banker, accountant, investment advisor, insurance broker and/or estate lawyer.

Read the full article



About Stewart & Kett


Stewart & Kett Financial Advisors Inc.
911- 123 Front Street West,
Toronto, Ontario,
M5J 2M2, Canada
(Adjacent to Union Station)
Phone: (416) 362-6322
Fax: (416) 362-6302