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Stewart & Kett featured in the media

Stewart & Kett in the Media

Our staff are regularly interviewed in the media discussing financial topics of interest to our clients

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Q&A: Your Endowment Questions Answered

Q&A: Your Endowment Questions Answered

As co-founder and Principal at Stewart and Kett Financial Advisors Inc., Cynthia Kett has more than 30 years of experience advising families on retirement, estates, and philanthropy, including tax planning. We asked her to explain everything endowment-related, just as she would to a client.

Investing in your 60s

Investing in your 60s

“If you haven’t done any retirement planning,” says Cynthia Kett, advice-only financial planner at Toronto-based Stewart and Kett Financial Advisors, “this is the time to do it, in your 60s.” When transitioning into retirement, Kett “strongly” recommends that individuals do what’s called an investment policy statement.

How to Overcome Financial Peer Pressure at All Stages of Life

How to Overcome Financial Peer Pressure at All Stages of Life

Financial Planning Standards Council FPSC’s 2018 Money and Mental Health survey revealed that millennials aged 18 to 34 and parents with young children were most likely to feel pressure to “keep up” with the way their peers were spending money. And more than one fifth...

1 thing advisors shouldn’t do—and plenty of things they should

1 thing advisors shouldn’t do—and plenty of things they should

ADVISOR.CA, Michelle Schriver Are you trying to gain clients with your smarts? Cynthia Kett, principal at Stewart & Kett Financial Advisors in Toronto, offered an additional challenge: stretch your limits as a professional. “That’s when growth happens,” she said. But...

When to Hire a Professional Executor

When to Hire a Professional Executor

ADVISOR.CA, James Dolan Cynthia Kett, principal at Stewart & Kett Financial Advisors in Toronto, says many of the estates she deals with don’t use a professional executor. “If there are a lot of assets in joint name, and everything is rolling over to a surviving...

Stock-purchase plans give employees a piece of the action

Stock-purchase plans give employees a piece of the action

The Globe and Mail, Dale Jackson Ownership has advantages, but it also has risks. Cynthia Kett from Toronto-based Stewart & Kett Financial Advisors Inc. says much of that market risk is offset by the company's contribution. A four-to-one share plan, for example, can...