(416) 362-6322 ext. 2
Cynthia is a founding Principal of Stewart & Kett Financial Advisors Inc., an advice-only financial planning, investment consulting, and tax services firm in Toronto. She is a Chartered Professional Accountant (CPA), Certified Financial Planner (CFP – FP Canada™ Fellow), Registered Financial Planner (RFP), Trust and Estate Practitioner (TEP), and a Master Financial Advisor – Philanthropy (MFA-P™). She is a University of British Columbia (BCom) alumna.
A founding Legacy Advisor for the SickKids Charitable Giving Fund, Cynthia established the Kett Family Donor-Advised Fund in 2007.
Cynthia’s past and current volunteer roles include:
- Former Director on the Board of Financial Planners Standards Council of Canada – FPSC (now FP Canada);
- Former Member of the SickKids Professional Advisors Council;
- Mentor and Facilitator for the Top 200 Leadership Program at Ted Rogers Leadership Centre, Toronto Metropolitan University (formerly Ryerson University); and
- Judge for the annual National Ethical Leadership Case Competition (Ted Roger School of Management).
LIFE OUTSIDE THE OFFICE
WHAT CLIENTS ARE SAYING ABOUT CYNTHIA
Cynthia, I just wanted to send a short note updating you of my financial status and thanking you again for giving me the confidence to continue as a self directed investor way back in 2010/2011. To be honest, I never imagined in a million years that I would be a millionaire at any point in my life whatsoever! I enjoyed your calm and sensible manner, your patient advice, and your ability to speak plain English when discussing investments and financial matters.
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.
Cynthia takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand, even pleasant! After a few sessions with her, our financial lives were better organized, and our path forward very clear. We’ve been able to achieve more than we expected with her big picture analysis, financial planning fluency and guidance. I’ve recommended her to several friends. Working with Cynthia is like having an expert, coach and cheerleader all at once.