Testimonials

We’ve had the honour of building strong, lasting partnerships with our clients over decades—here’s what they have to say about us:

“We confidently recommend Stewart & Kett...”

Working with Stewart & Kett has been one of the best financial decisions we have made. Their extensive expertise and unwavering commitment have been instrumental in helping us achieve our financial goals. Their proactive approach, thorough analysis, and invaluable guidance in selecting our portfolio manager are just a few reasons we confidently recommend Stewart & Kett to our friends.

Stewart & Kett’s understanding of our unique needs ensured that our investment objectives were aligned with our long-term aspirations. Consequently, we have confidence in our financial position and peace of mind about our future. We could not be more satisfied with their approachable service, professionalism, and the outstanding results we have experienced.

BBS, retired professional couple

“…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

“Cynthia’s expertise and genuine care give us peace of mind…”

Stewart & Kett truly prioritizes its clients’ best interests. After more than 27 years as clients, we have experienced firsthand how Cynthia and her team delve into financial, tax, investment, and estate planning. Cynthia’s expertise and genuine care give us peace of mind, knowing our financial goals are in great hands. Our trust in her is so strong that we’ve even named her as the Executrix of our Estates.

BBC, private investors and retired business owners

“They help navigate today’s complicated financial world.”

For over 15 years, Stewart & Kett has provided my family and business with a unique level of service that is hard to find in today’s financial services landscape. My thanks to Cynthia and her team for always being there when important decisions are to be made and adding so much value in navigating today’s complicated and always changing financial world.

SF, business owner and private investor

“It’s incredibly reassuring to know they’re always vigilant and proactive.”

Given the complexity of our financial affairs, Stewart & Kett act as the navigators who ensure seamless coordination among our various advisors, including investment managers, insurance advisors, lawyers, and accountants. They break down the key pillars of our financial strategy and facilitate clear communication across our team, ensuring everyone stays aligned. For anyone with intricate financial situations, I highly recommend their services.

Working with Stewart & Kett brings immense peace of mind. They relieve the anxiety of managing complex financial details by keeping us “on plan” to achieve our goals and ensuring critical deadlines, such as tax filings and instalments, are never missed. It’s incredibly reassuring to know they are always vigilant and proactive.
Their Cash Flow Planning service has been especially valuable. It simplifies the process of managing funds across multiple entities, such as holding companies, and ensures cash is readily available when needed.

Overall, Stewart & Kett provide not only expert financial guidance but also the comfort of knowing our affairs are in trusted hands.

DC, investment executive

“We highly recommend Stewart & Kett for expert financial planning.”

Stewart & Kett came highly recommended by our financial advisor, and we were immediately impressed by their personalized approach to assessing our financial situation. After submitting the necessary documentation, they conducted a thorough analysis and provided insightful observations along with multiple scenarios for future planning.

With their guidance, we were able to craft a long-term financial plan that ensures we use our resources wisely, safeguarding against overspending while preparing for both current and future needs. Given the age difference between us, they thoughtfully addressed strategies to meet our immediate goals while ensuring adequate long-term funds for the younger partner.

Their advice regarding tax implications was particularly useful. The team’s professionalism, accurate financial insights, and personable approach are impressive. We also appreciate their ongoing availability to address questions as they arise. Based on our experience, we highly recommend Stewart & Kett to anyone seeking expert financial planning.

GPH, retired international professionals

“Their depth of knowledge across all areas of finance is remarkable.

I have been a client of Stewart & Kett for over 30 years, and during this time, they have consistently prepared my tax returns with exceptional accuracy—never once have my filings been questioned by the CRA. On several occasions, they have gone above and beyond, even sourcing receipts and handling intricate details to ensure my tax returns are completed seamlessly.

What I value most is their advice-only approach; they do not sell products, and their services are transparently billed by retainer. This independence, combined with their expertise, has made me confident in recommending Stewart & Kett to friends and family on numerous occasions.

Their support extends far beyond taxes. Over the years, they have provided invaluable assistance with investments, my will, powers of attorney, and regular financial overviews. Their depth of knowledge across all areas of finance is remarkable. Whenever I have questions, I receive prompt and comprehensive answers, which is a true testament to their expertise.

One instance that stands out is their support following the loss of my wife. There was a complex tax issue that my portfolio managers struggled to resolve. Cynthia Kett personally stepped in, met with them, and clarified the approach needed to address the situation effectively. This level of care and professionalism is why I continue to rely on their guidance.

Thanks to their advice, my finances are in excellent shape, and I remain deeply appreciative of their dedicated support over the years.

DN, retired sports enthusiast and philanthropist

“It has been an absolute pleasure working with Stewart & Kett.”

My family has had the privilege of working with Stewart & Kett as our personal financial planners for over a decade. When we first engaged their services, our financial affairs were in desperate need of organization and guidance. Between professional and corporate income, a family trust, taxes, and our personal lives, it was a highly complex web. As a busy dental professional, I neither had the time nor the expertise to manage everything effectively on my own.

I was immediately impressed by James’ calm, highly organized, and analytical approach. He meticulously assessed our situation and proposed logical, actionable steps to put us on the right track. After “cleaning up” our finances, he established a clear framework to help us track our financial needs and goals, implementing a rolling three-year financial plan to keep us on course.

Over the years, James’ guidance has been invaluable. He has been instrumental in organizing and coordinating our insurance needs, and when the time came to sell my business, James’ collaboration with my accountant ensured the sale was planned and executed successfully. Now that I am retired, James has mapped out a comprehensive plan that allows us to enjoy the lifestyle we desire for the rest of our lives.

In summary, James exemplifies intelligence, trustworthiness, meticulousness, and approachability. It has been an absolute pleasure working with Stewart & Kett, and I would very highly recommend their services to anyone seeking expert financial planning and management.

CFG, retired medical professionals

“It’s a treat working with you.”

Dear Cynthia, Your keeping an eye on our finances gives us so much peace of mind, and it’s a treat working with you.

SG & GG, retirees

“They care about me and my family.”

I have been working with Stewart & Kett for over a decade. They care about me and my family , so they respond promptly – even to my emails. In addition, their expertise and technical assistance have always provided me with perspective and peace of mind..

DSF, retired Superior Court Justice

Care and commitment that shows

Our client stories highlight the trust we’ve built over decades, and our commitment to delivering personalized and effective wealth strategies. With consistent clarity and care, we help you achieve your financial goals for lasting peace of mind.