Stewart & Kett Financial Advisors Inc.

Have your affairs become complex and difficult to manage?
Do you lack clearly defined goals and a plan to achieve them?
Do you have limited time, interest, and expertise to manage your advisory team?

Stewart & Kett works with you and your advisors to ensure every financial decision aligns with your goals, providing confidence while navigating complexities.

Our Approach

“Stewart and Kett’s understanding of our unique needs ensured that our investment objectives were aligned with our long-term aspirations.”

BBS's testimonial

“…collaborating seamlessly with our existing service providers to navigate complex situations stemming from our time living overseas.”

AT's testimonial

“They care about me and my family…”

DSF's testimonial

“…they thoughtfully addressed strategies to meet our immediate goals while ensuring adequate long-term funds for the younger partner.”

GPH's testimonial

“For over 15 years Stewart Kett has provided my family and business with a unique level of service…”

SF's testimonial

“After more than 27 years as clients, we have experienced firsthand how Cynthia and her team delve into financial, tax, investment, and estate planning. “

BBC's testimonial

“What I value most is their advice-only approach; they do not sell products, and their services are transparently billed by retainer.”

DN's testimonial

“For anyone with intricate financial situations, I highly recommend their services.”

DC's testimonial

“Your keeping an eye on our finances give us so much peace of mind…”

SG and GG's testimonial

What sets us apart?

We work with your best interests in mind

For over 25 years, Stewart & Kett Financial Advisors Inc. has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations.

Advice-Only = 100% Transparent

Financial solutions that are fully objective

Friendly professional expertise

Because your finances should be approachable

A full spectrum of services

All your financial planning needs in one place

Genuine client connection

A relationship you and your family can trust

Respected for over 30 years

An established leader in financial planning

HOW CAN WE HELP YOU?

We’d love to talk in person, by email, phone or video call

Contact Us

Stewart & Kett in the News

Want to see us in action? Check us out on BNN, Global News, CBC, and in The Financial Post, The Globe and Mail, MoneySense, Morningstar, and more.

From Generational Wealth Myths to Modern Advising: Wealth 3.0

In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0. Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an...

A Guide to Giving: Tax Strategies & Financial Planning

Burgundy Investment Counsellor Jessie Bobinski was joined by Cynthia Kett from Stewart & Kett Financial Advisors to discuss the tax-related aspects of giving. With three decades of experience in financial planning, tax, and accounting, Cynthia highlights potential...

All About Tax Planning – Tips and Strategies from Experts, Mistakes to Avoid

Two leading tax experts share their savvy tips and best practices that could simplify your financial life and save you thousands. Cynthia Kett of Stewart & Kett Financial Advisors offers three decades of insights in accounting, tax, and financial planning. Tim...

More News

THE STEWART & KETT TEAM

Since founding our firm in 1996, David Stewart and Cynthia Kett have built an expert team of financial pros specializing in investment, tax and estate planning. Other specialties include customizing services to fit our clients’ unique needs and helping them get results that often go way beyond their expectations.