Cynthia Kett
Canmore (Calgary), Toronto
Stewart & Kett Financial Advisors Inc.
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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I am a: Chartered Professional Accountant (CPA); Certified Financial Planner (CFP – awarded the distinction, FP Canada Fellow); Trust and Estate Practitioner (TEP) and Master Financial Advisor - Philanthropy (MFA-P). I hold a Bachelor of Commerce (B Comm) from the University of British Columbia.
I have been practicing accounting and tax since 1984, with a focus on financial planning since 1990.
Stewart & Kett Financial Advisors Inc., of which I am a co-founder, has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations for over 29 years.
I serve on the editorial board for Advisors Group publications, whose primary audience is the financial advisory community. I also volunteer as a mentor, facilitator, and case competition judge for the Top 200 Program at the Ted Rogers Leadership Centre (Toronto Metropolitan University). Previously a Director on the Board of FP Canada (formerly FPSC), I continue to represent FP Canada as a media ambassador.
Areas of expertise include: retirement planning; portfolio manager searches; succession planning; inter-generational wealth, tax and estate planning; separation/divorce financial and tax planning; donation planning; estate administration.
I have been practicing accounting and tax since 1984, with a focus on financial planning since 1990.
Stewart & Kett Financial Advisors Inc., of which I am a co-founder, has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations for over 29 years.
I serve on the editorial board for Advisors Group publications, whose primary audience is the financial advisory community. I also volunteer as a mentor, facilitator, and case competition judge for the Top 200 Program at the Ted Rogers Leadership Centre (Toronto Metropolitan University). Previously a Director on the Board of FP Canada (formerly FPSC), I continue to represent FP Canada as a media ambassador.
Areas of expertise include: retirement planning; portfolio manager searches; succession planning; inter-generational wealth, tax and estate planning; separation/divorce financial and tax planning; donation planning; estate administration.
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