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.
Before establishing his own financial planning firm in 1986, David worked for eight years in the trust and financial planning business. He enjoys providing objectivity and leadership to families so that financial goals and values remain aligned between generations. David helps clients in a variety of circumstances; his broad knowledge of personal taxation, investing, and retirement planning enables him to provide financial strategies that clients can comfortably follow and maintain.
David is married with two children. In winter, he likes to ski both downhill and cross-country, having snowboarded in earlier years. The challenge of golf is his primary summer activity. David enjoys the opportunity to travel, having been to many remote corners of the world. He volunteers with Tourette Canada, the Community Living Toronto LIGHTS program, and is on the Board of his neighbourhood association.
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.