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, portfolio manager searches, and all the nitty gritties in between, we’ll apply our know-how to your distinct circumstances for investment advice you can feel great about.
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.
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.
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.
ADVISOR.CA, James DolanCynthia Kett, principal at Stewart & Kett Financial Advisors in Toronto,
The Globe and Mail, Dale JacksonOwnership has advantages, but it also has risks.Cynthia
The Globe and Mail, Joel SchlesingerThe math is simple. The more money you make, the more taxes
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