Our team of independent, certified financial planners are pros at helping you map out your goals, then optimizing your finances to reach them. We’ll carefully review your unique circumstances to identify potential problems (and opportunities!) then advise you on the financial options best suited to your priorities. So you can avoid costly mistakes and confidently grow your cash.
Our integrated, “advice-only” approach provides an objective, well-rounded, full financial picture that allows us to communicate with you, your other advisors – even other members of your family – in a holistic, strategic way that keeps all aspects of your financial planning working smoothly and together. We are fee-only financial-planners, so we don’t charge a percentage of assets under management.
We proudly offer a full spectrum of services to suit all of your tax and financial planning needs. Don’t see what you’re looking for? Give us a call! We’ll do our best to help.
Dear Cynthia, Your keeping an eye on our finances give us so much peace of mind, and it's a treat working with you.
Thank you for helping us firm up our wandering thoughts at a crucial point in time. We were decided, then undecided on the way forward. Now, as you know, we have chosen our path with your guidance and gentle encouragement. We appreciated your blunt, wise, practical advice. Your direct, no soft-shoe analysis and advice recalibrated our entire direction. We are now in a position of financial security and peace of mind. We have a very happy new investment account that will fund all the travel we can ever hope for, if the pandemic allows us to ever travel again!
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.
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 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.
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.
There is a confidence that comes working with S&K, knowing that your affairs are being managed efficiently, in your best interest and a cost effective manner. What’s unique about this firm is their menu of services…and that their fees are based on time spent – not on what product they can sell you or on the size of your portfolio.
We were very pleased with Stewart & Kett’s thorough approach, attention to detail and their entire process.
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.
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.
Want to see us in action? Check us out on BNN, Global News, CBC, and in The Financial Post, The Globe and Mail, MoneySense, Morningstar and more.
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