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Life is better when
you work with others.

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.

WHO WE ARE
We are your friend who supports & encourages you
and points you in the right direction.

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!

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WHAT WE DO
It’s not what we do, but how we do it!
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Financial Planning

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Retirement Planning

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Estate Planning

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Tax Planning

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Portfolio Analysis

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Insurance Analysis

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Here are some very simple tools that we have created to help you plan.

COMING SOON >

Other Client Tools & Resources
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CONTACT
Connect With Us
New Hamburg Office

Address:
148 Peel Street Unit 1B
New Hamburg, ON N3A 1E3
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Phone:
(519) 662-4001

Email:
team@kltwealth.ca

Ottawa Office

Address:
122 Watchhorn Grove
Gloucester, ON, K1V 2N2
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Phone:
(613) 315-2778

Email:
team@kltwealth.ca

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