Stewart & Kett Financial Advisors is an investment advisor firm based in Toronto, Canada. Established in 1996, the firm offers financial planning, investment consulting, tax, and family office services. Additionally, it offers family services including monitoring and interpreting financial activity; providing analysis to assist in financial decision-making; ensuring timely tax reporting for individuals, private holding companies, and family trusts; coordinating communication between family members and other interested parties; organizing and moderating family meetings, and counseling individual family members regarding the structure of their finances to maximize the benefits of strategies undertaken for the entire family. The firm is not licensed to manage portfolios. They may, however, oversee portfolio managers on behalf of their clients. The assets of the firm are managed by the executive management team.
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Stewart & Kett is a wealth manager based in Toronto, Canada.
Stewart & Kett is headquartered in Toronto, Canada.
Stewart & Kett was founded in 1996.
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