Investment Consulting and Oversight

When you’re looking to make the wisest investment decisions, we’ll help you confidently dive into your goals, portfolio, short (and long!) term options, and the strategies best suited to you and your family. From portfolio assessment, ETF portfolios, and portfolio manager searches, we’ll apply our know-how to your distinct circumstances for investment advice you can feel great about.


We’d love to talk in person, by email, phone or video call

What clients are saying about our Investment Consulting Services

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

We were very pleased with Stewart & Kett’s thorough approach, attention to detail and their entire process.

L. and L. K., retired business owners

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.

S. F., business owner

Cynthia Kett has been excellent (and efficient!) in her handling of my financial affairs for many years. Cynthia was recommended to me by a well-known Toronto lawyer, and since then Stewart & Kett has assisted me with personal and corporate income taxes, investments, insurance and retirement and estate planning. It’s my great pleasure to give Stewart & Kett a ringing endorsement for their fine work on my behalf.

K. B., retired business owner

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.

R. W., former Sr. VP, major Canadian bank

Dear Cynthia, Your keeping an eye on our finances give us so much peace of mind, and it's a treat working with you.

SG & GG, retirees

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!

DP and MQ, retired professionals

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.

SG, semi-retired technical writer