Get to know us, like us, and trust us. We will provide you with the best advice suitable to your unique financial needs, while building a strong professional relationship.
At KLT Wealth Management, we like to keep things simple and help you achieve your goals and dreams. As an independent financial advisor, we have the ability to offer a wide range of investment options. Couple that with tax strategies, cash flow planning, risk management and estate planning – Now you can’t get that from an app! It’s never too early or too late to start your financial planning, so let’s get started!
Here are some very simple tools that we have created to help you plan.
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Address:
148 Peel Street Unit 1B
New Hamburg, ON N3A 1E3
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Phone:
(519) 662-4001
Email:
team@kltwealth.ca
Address:
122 Watchhorn Grove
Gloucester, ON, K1V 2N2
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Phone:
(613) 315-2778
Email:
team@kltwealth.ca
Portfolio Management services are provided by Quintessence Wealth. Services such as financial planning, estate and retirement planning, are provided by KLT Wealth Management, a division of Quintessence Wealth.
KLT Wealth Management and Q Wealth Partners are trade names of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth.
The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
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