Stewart & Kett Financial Advisors

Our History and Philosophy

At Stewart & Kett Financial Advisors Inc., we have been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations for over 25 years. Our firm was founded in 1996 by David Stewart and Cynthia Kett, both experienced financial planners who shared a commitment to providing unbiased financial guidance.

Our Approach

We believe that every client is unique, with their own set of financial goals, concerns, and priorities. That's why we take the time to understand your individual circumstances and develop a personalized plan to help you achieve your financial objectives. We reject the traditional approach of selling financial products and instead focus on providing expert advice that is in your best interest.

Our Services

We offer a full range of financial planning services, including:

Integrated Financial Planning

We'll help you lay a solid financial foundation by providing guidance on everything from life events such as marriage and retirement to charitable giving, estate planning, and more.

Investment Consulting and Oversight

Our team of experts will assess your portfolio and provide customized investment strategies to help you achieve your financial goals. We'll also monitor your portfolio's performance and make adjustments as needed to ensure it remains aligned with your objectives.

Tax Services

We'll help you optimize your after-tax individual, corporate, and trust income with our tax accounting, planning, and preparation services. Our experienced team will work with you to minimize your tax liability and ensure you are in compliance with all applicable tax laws.

Why Choose Us?

At Stewart & Kett, we pride ourselves on our:

• 100% transparent approach, meaning our fees are based on the time we spend working with you, not on the sale of financial products.
• Objective advice, free from conflicts of interest.
• Friendly and approachable team, dedicated to helping you achieve your financial goals.

Testimonials

Here's what some of our satisfied clients have to say:

• "Stewart & Kett provided us with a comprehensive financial plan that has helped us achieve our goals. Their expertise and professionalism are unparalleled." - J.S., retired corporate executive and business owner
• "Stewart & Kett's approach is refreshing and client-centric. They take the time to understand your needs and provide personalized guidance." - S. F., business owner
• "Stewart & Kett has been our trusted financial advisors for over 20 years. Their expertise and guidance have given us peace of mind." - M. C., retired business owner

Meet Our Team

Our team of experienced professionals is dedicated to providing expert financial guidance and unparalleled service.

Contact Us

If you're seeking a comprehensive and objective approach to financial planning, we'd be delighted to chat. Contact us today to schedule a consultation.