A gift to SickKids is a legacy for the future

27 January 2020

Cynthia Kett, a principal at Stewart & Kett Financial Advisors Inc. and also a member of the Foundation’s Professional Advisors Council, adds that organizing your finances helps you prioritize your financial goals, including establishing funds for charitable giving. If such planning seems daunting, Kett says the process can be broken down into manageable steps.

The advisor says she asks potential clients to pull together key documents for an introductory meeting, including a list of personal assets and liabilities, annual expenses, tax returns, investment and pension statements and any other documents they think would be helpful or that they’d like to discuss.

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About Stewart & Kett

Stewart & Kett Financial Advisors Inc.
We are based in Toronto, Ontario, Canada We are moving and will post our new address as soon as possible