KLT Wealth Management

Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Established Family

Family's with older children need a wise cash flow management plan to help contend with rising expenses.
Protecting your family

No financial strategy is complete without a plan to protect loved ones from financial loss.
Your investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.
Your child's education

Few things in life are more rewarding than helping the next generation get a great education.
Single

When life situations change a good financial strategy can help to lower the stress.
Income Tax Planning

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Running a Business

Running a successful business can be one of life's most rewarding experiences.

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

Simple Goals for Living Well

Posted on: November 11, 2019

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky...

What You Don't Know Could Cost You

Posted on: November 11, 2019

The age old saying, 'Ignorance is bliss', may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating. Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic...

The Family Meeting

Posted on: November 11, 2019

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.