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
L. and L. K., retired business owners
We can’t say enough about the excellent counsel and professional advice we received from Stewart & Kett! Their genuine concern for our family’s welfare, and caring, thoughtful approach to our financial planning is what impressed us most. Their quality of service is above and beyond what we’ve experienced with other firms. The best part about working with the people at S&K is the personal connection: during our interactions, we always felt that we were more than just another client. Without reservation, we’ve enthusiastically recommended their services to our close friends and relatives.
C. L., educator, and C. L., professor and author
Stewart & Kett’s fees have more than paid for themselves through returns and savings since I became a client over ten years ago. David Stewart and Andrew Rice are attentive and accessible. I have 25 years of direct experience in financial services, and the depth of detail provided by S&K has still given me significant, valuable insight. Having an independent, advice-only financial advisor is a sound strategy, and Stewart & Kett has been the logical, validated choice for my family and me.
R. W., former Sr. VP, major Canadian bank
M. C., retired business owner
A. G., former President of a major multinational technology company and E. G., former executive of a Canadian industrial company
G. T., former President & CEO of a public corporation
Cynthia has such integrity. She truly cares about my family’s well-being; I appreciate that even more than the excellent advising, which is always first class.
My family and I appreciate the objectivity S&K’s advice-only approach brings to our unique circumstances and finances. They’ve been with us to help plan career changes, marriage, post-secondary education, retirement, and our estate. They prepare our tax returns and handle communications with the Canada Revenue Agency on our behalf. They’re an invaluable personal finance resource.