148 Peel Street Unit 1B, New Hamburg, ON N3A 1E3View on 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: March 11, 2019
With the December market correction in both the US, Canada and elsewhere slowly receding into the past, it is a good time to review what exactly happened and how clients have reacted to the recent events. To put December into context, it was the most severe correction late in the year since the...
Posted on: March 11, 2019
A wedding day can be a springboard into many new and exciting adventures. With all the excitement leading up to the big day, the new couple routinely focuses so much energy on planning the event that they seldom spend any time discussing other important life issues - like developing a sound...
Posted on: March 11, 2019
Many people look forward to retiring, and going to live beside a golf course, on the coast, or somewhere else where they have always dreamt of. It's enticing to think that your leisure time can be spent pursuing activities you have worked and longed for all your life. In fact, whole retirement...

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

During the last market downturn a few years ago, retirees who had all or most of their assets in...

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...