Services
OUR ADVICE-ONLY SERVICES
INTEGRATED FINANCIAL PLANNING
From cash management to estates, and life events like having children and retirement, we’ll help you lay a solid foundation to grow your wealth.
INVESTMENT CONSULTING AND OVERSIGHT
Without hidden agendas or referral fees, we handle portfolio manager searches, do-it-yourself ETF portfolio setups, and assessments of portfolios.
TAX SERVICES
Optimize your after-tax individual, corporate, and trust income, with our tax accounting, planning, and preparation services.
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
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.