Your fiscal health is our #1 priority. We'll align your financial strategies and life goals with a thorough review, reporting, and actionable advice. From life events such as marriage and retirement, to charitable giving, estate planning and more, we'll help you lay a solid financial foundation.
Without hidden fees or agendas, we handle portfolio manager searches, do-it-yourself ETF portfolio setups, and assessments of portfolios, large and small.Optimize your after-tax individual, corporate, and trust income with our tax accounting, planning, and preparation services. We offer fully objective advice and transparent pricing dating back to 1986.
Without hidden fees or agendas, we handle portfolio manager searches, do-it-yourself ETF portfolio setups, and assessments of portfolios, large and small.Optimize your after-tax individual, corporate, and trust income with our tax accounting, planning, and preparation services. We offer fully objective advice and transparent pricing dating back to 1986.
Services
Founded by veteran financial professionals David Stewart and Cynthia Kett, Stewart & Kett has been offering unbiased financial advice since 1996. So, unlike some financial advisors, we offer fully transparent pricing and are paid directly by you - never by investment companies or banks for selling products, and without hidden commissions, trailer fees or sales bonuses.
Our full spectrum financial planning and tax services ensure that whatever your needs, during every phase of your life, you're covered by an expert team of professionals who treat you and your financial well being with compassion and respect.
Our three main service areas - fee-only financial planning, investment consulting, and tax services - each include a wide range of specific areas designed to provide you and your family with everything you need to create the healthy financial outlook - and outcomes!From life events to retirement, charitable giving, cash management, estate planning, and more, we'll help you lay a solid foundation to grow your wealth.
Our three main service areas - fee-only financial planning, investment consulting, and tax services - each include a wide range of specific areas designed to provide you and your family with everything you need to create the healthy financial outlook - and outcomes!From life events to retirement, charitable giving, cash management, estate planning, and more, we'll help you lay a solid foundation to grow your wealth.
David is a Certified Financial Planner (CFP), Registered Financial Planner (RFP), completed the Canadian Securities Course with honours (CSC), and is a Queens University (BA) and Western University Ivey Business School (MBA) alumnus. Before establishing his own financial planning firm in 1986, David worked for eight years in the trust and financial planning business.
Cynthia is a Chartered Professional Accountant (CPA), Certified Financial Planner (CFP - FP Canada Fellow), Registered Financial Planner (RFP), Trust and Estate Practitioner (TEP), and a Master Financial Advisor - Philanthropy (MFA-P). She is a University of British Columbia (BCom) alumna. Cynthia has practiced accounting, tax, and financial planning for over 30 years.
James is a Certified Financial Planner (CFP), a Trust and Estate Practitioner (TEP) and holds an Advanced Certificate in Family Business Advising from the Society of Trust and Estate Partitioners (STEP). He is also an Acadia University (BBA Honours) alumnus. James is a pioneer in the Canadian wealth management industry.
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