James MacBride
Toronto
Stewart & Kett Financial Advisors Inc.
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Member Bio
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I am a Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) and hold an Advanced Certificate in Family Business Advising from the Society of Trust and Estate Partitioners (STEP). I received my Bachelor of Business Administration with Honours (BBAH) from Acadia University.
Stewart & Kett has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations for over 30 years.
In 2006 I joined the steering committee of the Family Firm Institute (FFI) and became a founding member of the first FFI chapter in Canada. This chapter was the first FFI branch outside of the United States and served as a model for developing FFI chapters worldwide.
In 2009 and 2018 I co-authored the estate planning chapter of the international guide for advisors to families in business published by STEP. I was a founding member of the STEP Family Business Special Interest Group and in 2010 was the STEP representative on the curriculum review committee for the FFI Family Business certificate program.
Please note that we charge an annual retainer. The first year fees are often a minimum of $12,000 + GST/HST and subsequent year fees are a minimum of $6,000 + GST/HST. Customized retainers are based on the scope of work agreed upon with our client families.
Stewart & Kett has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations for over 30 years.
In 2006 I joined the steering committee of the Family Firm Institute (FFI) and became a founding member of the first FFI chapter in Canada. This chapter was the first FFI branch outside of the United States and served as a model for developing FFI chapters worldwide.
In 2009 and 2018 I co-authored the estate planning chapter of the international guide for advisors to families in business published by STEP. I was a founding member of the STEP Family Business Special Interest Group and in 2010 was the STEP representative on the curriculum review committee for the FFI Family Business certificate program.
Please note that we charge an annual retainer. The first year fees are often a minimum of $12,000 + GST/HST and subsequent year fees are a minimum of $6,000 + GST/HST. Customized retainers are based on the scope of work agreed upon with our client families.
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