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: July 12, 2021
The latest Federal Budget included an administrative rule change1 that allows CRA to automatically send you notices electronically without your prior permission or registration. The risk, as noted in the recent case of a B.C. taxpayer, is this may lead to penalties for TFSA over contributions. It...
Posted on: July 12, 2021
Recessions, stock-market declines, housing market bubbles, joblessness and, most recently, a global pandemic have created a series of challenges for people trying to start, grow or maintain a retirement savings plan. Given this rollercoaster, it's natural to wonder if you're doing all you can to...
Posted on: July 12, 2021
When Margaret and James married in 2005, it was a second marriage for both of them. They had no children, so when they did their financial planning, their wills were clear that 100% of their estates would go to the other. Believing this was sufficient protection, they built a life and continued to...

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....