CFP, RFP, BA, MBA
(416) 362-6322 ext. 222
David is a Certified Financial Planner (CFP), Registered Financial Planner (RFP), completed the Canadian Securities Course with honours (CSC), and is a Queens University (BA) and Western University Ivey Business School (MBA) alumnus.
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.
Since our first financial planning with David Stewart in 1990, we’ve benefited from Stewart & Kett’s advice on our personal, corporate and trust cash management, investment advisors and policies, education funding, retirement and estate planning,…even our taxes. S&K consistently deliver expert insights, and thoughtful financial guidance. They really listen and work closely with us to provide the advice our family needs. Their help over the years has been invaluable.
We’ve worked with David Stewart and Andrew Rice for over twenty years and find them open, friendly and totally professional. Their integrity, attention to detail and timely reporting gives us the confidence and comfort we need in our finances.