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: February 8, 2021
As some provinces head into a second COVID-19 lockdown, some people are asking the question: Why bother investing for the long term? For many, especially Millennials, the task of building financial wealth and security looks increasingly hopeless. Even the most prudent small business owners were...
Posted on: February 8, 2021
Your estate is everything you own today - your home, savings, investments, life insurance and personal possessions. So, no matter where you may be on your financial journey, you have an estate that needs protecting. But how you approach this plan is important.

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....