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