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: June 7, 2021
What is a will? A will is a written document 1, properly signed, which:
Posted on: June 7, 2021
It's all part of the process when you are arranging a mortgage for your new home. The bank employee inevitably asks if you would like to purchase mortgage insurance. No one likes to think about their own mortality; however, we all know deep down that stuff happens. People contract terminal...
Posted on: June 7, 2021
Over the past year, economic stresses worldwide have resulted in many employees receiving severance packages and being advised that their services are no longer required. The longer you've been employed with an organization, the higher your severance package will be. With the national job market...

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

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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....