148 Peel Street Unit 1B, New Hamburg, ON N3A 1E3View on Map »
122 Watchhorn Grove, Gloucester, ON, K1V 2N2   View Map  >>


Hi, I'm Joe Figliomeni, a Certified Financial Planner with KLT Wealth Management.

Many people ask me what I do as a Planner.

I like to keep things simple and help you achieve your goals and dreams.

I've been in the industry for over 20 years, and the goals are as unique as my clients.

What's yours?

Working as an independent financial advisor, I 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!

Contact me, Joe Figliomeni, at KLT Wealth Management.


Recent Articles

Posted on: April 12, 2021
It is increasingly difficult to ignore some of the trading action in the markets that is causing surprising moves in equity values while the underlying economy continues to struggle (refer to U.S. unemployment data, for example). This type of divergence has occurred in the past and at some point...
Posted on: April 12, 2021
As we grow up, what we learn about money from our parents can significantly influence how we earn, save, and grow our wealth. Meaghan, an elementary school teacher, credits her mother for her healthy approach to finances today. "I was lucky to grow up understanding that I could control my...
Posted on: April 12, 2021
If you've been contributing to a pension or Registered Retirement Savings Plan (RRSP) and retirement or your 71st birthday is around the corner, you're required to convert that nest egg into a Registered Retirement Income Fund (RRIF). This benefits you because an RRIF allows you to withdraw...

Services

By admin Jul 4

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Jul 4

You are more experienced now, your bank account is larger, and it is easier to think further ahead....

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 23

You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet....