INTEGRATED FINANCIAL PLANNING
Best suited to families with complex finances, these services often include situations where there are privately held corporations, family trusts, diverse investment holdings or multiple generations involved.
Familial financial planning needn’t be a source of friction. Fiscal discussions held in a caring, professional setting may encourage family unity and move you toward your mutual goals. Our breadth of experience combined with an abiding commitment to the families we serve has made Stewart & Kett a trusted, objective third party, where the delicate nature of personal relationships and conflicting individual needs often play a part. We’re here to advise and support your family with all of your financial planning and administrative needs, including:
Building your financial foundation with strategic advice, analysis, recommendations, and projections.
For financial confidence and readiness in planning the best time of your life.
Insurance & Risk Management
Analyzing if your insurance is best serving you – and what to do if it isn’t.
Thoughtful planning for your peace of mind, from the largest to the very smallest detail.
We’re available to act as an agent to your chosen executors/trustees, and support them in fulfilling their duties.
Strategizing your giving to have the most impact…while being tax and cost effective, too.
HOW CAN WE HELP YOU?
We’d love to talk in person, by email, phone or video call
What Clients are saying about Stewart & Kett
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
S. F. and S. M., journalists
S&K’s money makeover for the Toronto Star set me on the right financial path to pay off my mortgage in record time.
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.