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A conversation about taxation can be a drag for clients, but so is the “tax drag” from foreign assets held in registered retirement savings plans. Broadly, the U.S.-Canada tax treaty exempts U.S. income, dividends and capital gains in an RRSP. ...

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 ...

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 tax advantages and ...

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. ...

Three experts, including Cynthia Kett of Stewart & Kett, explain that, with advance discussion and a bit of education, a matriarch can rest in peace, knowing that the family jewels continue to shine in the hands of their new owners. ...

If you’re a homeowner planning for retirement, you may be hoping to cash in on your house to support yourself in your golden years. But is that a wise move? Adam Fisch, an advice-only financial planner at Stewart and Kett ...

Cynthia Kett, co-founder of Toronto-based Stewart & Kett Financial Advisors Inc., shared with Daily Hive all of the important things any Torontonian needs to consider before deciding whether buying or renting is the right financial decision for them. Kett explains ...

Before you get started, it’s good to review some basic reasons for getting a will. Number one is to establish orderly succession. “You want the assets to go to the people you want it to go to, and minimize family ...

Since banks and other lenders started offering Canadians the option to defer their payments - on mortgages, credited cards, student loans and more - thousands have taken the opportunity to press pause while the COVID-19 pandemic affects our pockets. Yes, ...

Those in the personal finance industry want to encourage people to take steps to disaster-proof their finances so they aren’t caught unaware when another crisis emerges. “This is an unprecedented situation,” said Cynthia Kett, a principal at Stewart & Kett ...