148 Peel Street Unit 1B, New Hamburg, ON N3A 1E3View on Map »
122 Watchhorn Grove, Gloucester, ON, K1V 2N2   View Map  >>

About Us


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?


Joe Figliomeni, CPA, CGA, CFP®

Certified Financial Planner®
Investment Fund Advisor - Investia Financial Services Inc.

Born and raised in Schreiber, Ontario, Joe's career path has always encompassed his entrepreneurial spirit. With a Diploma in Business Administration from Confederation College and subsequent designations as a Certified General Accountant and a Chartered Professional Accountant, Joe worked both in industry along with consulting to entrepreneurs.

Joe continues his self-employed career as owner of the New Hamburg branch as a Certified Financial Planner®.

Happily married to his wife Adele, they have two children, Sophia and Joey. Joe is a Youth Soccer Coach and member of the Catholic Community. Joe is also an active member of the New Hamburg Board of Trade, the Shakespeare Optimist, and the Stratford Knights of Columbus.

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Courtney Beach, HBA, B.Ed, QAFP

Qualified Associate Financial Planner

Courtney graduated from Lakehead University with Honours Bachelor of Arts and Bachelor of Education. With an entrepreneurial background, she completed the Financial Planning Program at Conestoga College qualifying on the Dean's List and earned the Investors Group Award for Outstanding Academic Excellence.

Now, as an Associate Financial Advisor, she is currently working towards her CFP® designation. Courtney's attention to detail is an asset, as she works closely with the rest of the team to ensure quality services for our clients.

Courtney's friendly approach to clients has developed through her enjoyment of spending time with family. She is also an avid reader and loves to travel.

Brad Wilson

Financial Advisor
Mutual Funds Representative - Investia Financial Services Inc.

Born and raised in Ottawa, Ontario, Brad graduated from Carleton University with Honours Bachelor of International Business. His experience in the financial industry and entrepreneurial spirit motivated him to join the KLT Team.

Now, as a Licensed Financial Advisor, he is working towards his Certified Financial Planner® designation.

Brad's main goal is to help you make well-informed financial decisions. He promotes financial literacy and takes an active role in educating our clients about their financial options. Brad works alongside the team to ensure quality services for our clients in the Ottawa Region.

Away from work, Brad has an undeniable passion for sports and travel – he has visited 19 countries in the span of 1 year.

Tom Sweeney

Investment Funds Advisor
Mutual Funds Representative - Investia Financial Services Inc.

Tom has over 45 years of experience in the financial advisory/services industry. He began his career in management, in the Life, Health and Disability insurance industry, then later moving to an Annuity, RRSP, and Retirement management position.

Later on, Tom became an Advisor with a major Canadian Bank's Investment Retirement Planning division, before joining an Investment Planning Corporation. Eventually, Tom became an independent Advisor, with Investia Financial Services Inc. before recently joining KLT Wealth Management. Tom believes in “Helping families build, protect and transfer wealth”.

Tom is happily married to his wife, Claudia, and has a son and daughter currently enrolled in university.

Jaimee Craven-Lovell

Client Relationship Manager

Jaimee grew up in the Stratford area. Her job history includes positions that require lots of organizing and scheduling.

She is our key communication/organization person with our office.

She is married to Kyle and lives in Stratford, Ontario.