Advice you can trust, from partners who care

We’re deeply invested in providing integrated, personalized guidance for successful, long-term client relationships.

We’re deeply invested in providing integrated, personalized guidance for successful, long-term client relationships.

Collaborative wealth planning that adapts to you

You may already be working with tax advisors, lawyers, or other professionals as part of your financial planning—that’s a lot to manage. Our unique advisory process is designed to blend seamlessly with your existing team, enhancing the quality and coordination of your care. Once aligned with your team, we focus on delivering the insight and structure that bring lasting clarity to your financial planning. Our collaborative, multidisciplinary approach is both flexible and personalized—focused on strategies that serve your needs now and in the future. With decades of combined experience, we bring insight, structure, and continuity to your plan, keeping you in control without being distracted by the details.

Discover how our uniquely collaborative approach can work for you.

Decades of experience,
one shared purpose

Stewart & Kett was founded in 1996 by David Stewart and Cynthia Kett, both of whom brought with them established financial planning practices. United by a shared belief that clients are best served through an advice-only approach—free from commissions or product sales—they set out to offer financial guidance grounded in objectivity, care, and trust.

On April 1, 2026, Stewart & Kett celebrated its 30th anniversary. Today, under the leadership of Principals Cynthia Kett and James MacBride, that original vision continues. With 80+ years of combined experience, Stewart & Kett remains committed to a client-first model of wealth planning that prioritizes collaborative, long-term relationships.

How can we help you?

“We instantly felt at ease with Cynthia and James.”

As I transitioned into retirement, my wife and I sought a firm that could help us budget effectively for this new phase and ensure our financial affairs were well-organized in case of unforeseen circumstances. Stewart & Kett stood out for their advice-only approach, which we greatly appreciated, and we instantly felt at ease with Cynthia and James. Cynthia has been a pleasure to work with, collaborating seamlessly with our existing service providers to navigate complex situations stemming from our time living overseas. I wholeheartedly recommend Stewart & Kett to anyone seeking personalized financial planning with clear and transparent fees.

– AT, director and philanthropist

The Stewart
& Kett Team

Cynthia Kett

CPA, CFP – FP CanadaTM Fellow, TEP, MFA-PTM
Principal

James MacBride

CFP, TEP
Principal

David Stewart

CFP, RFP, BA, MBA
Principal Emeritus

Peter Kim

CPA, CMA, BSE, MBA
Senior Associate

Merrill D’Souza

BCom (Honours)
Junior Associate

We value the trust and confidence our
clients have in us—here’s what they’re saying

“Their depth of knowledge is remarkable.”

– DN, retired sports enthusiast and philanthropist

“They care about me and my family.”

– DSF, retired Superior Court Justice

“They’re always vigilant and proactive.”

– DC, investment executive

Featured in