KLT Wealth Management

We are taking a fresh approach to financial planning. We work with clients both in person, and virtually to help them achieve their goals and dreams.

[KLT Wealth Management @KLTWealth]

Are you wondering how you rank financially against your peers?
This simple and anonymous calculator will give you a snapshot of how you rank.

https://t.co/Rhl2QipbkV

#FinancialRanking #FinancialPlanning #FinancialAdvice #PersonalFinance #Investing #NetWorthCalculator #Ranking

[KLT Wealth Management @KLTWealth]

We are excited to announce our new partnership with Quintessence Wealth! Q Wealth is a firm designed exclusively for well-established and client-centric advisors like us.

https://t.co/0kPSIk1XJL

[KLT Wealth Management @KLTWealth]

NEW PODCAST! - A Deep Dive Into BITCOIN!

Spotify: https://t.co/jWbVwKoSYK
Apple Podcasts: https://t.co/G2bGTy3jYC
Anchor: https://t.co/34S5Ljb0Dy
Google Podcasts: https://t.co/DyXi16JiBy

#podcast #finance #cryptocurrency #crypto #klt #bitcoin #blockchain #investment #investing

[KLT Wealth Management @KLTWealth]

@TimmerFidelity Excellent point. I think if we have all been working during covid, we forget the people that are not.

[KLT Wealth Management @KLTWealth]

@TimmerFidelity Great point. We need to grow our way out of the debt.

[KLT Wealth Management @KLTWealth]

Happy to complete the courses and experience to achieve my CIM Designation! https://t.co/7z4Ogyaw29

[Jurrien Timmer @TimmerFidelity]

The bullish #earnings story isn’t just an American tale, by the way—it’s global, with emerging markets leading the way. #EM #emergingmarkets

[KLT Wealth Management @KLTWealth]

We want to wish everyone a happy, healthy, and prosperous 2021! We are very excited for what lies ahead.

If you haven't yet seen our last podcast, we gave our top 12 tips for success in 2021: https://t.co/DG4jRqq5yE

#2021 #newyear #KLT #finance #investing #personalfinance

[KLT Wealth Management @KLTWealth]

Wishing everyone a safe and happy holiday season!

#holidays #KLT #2020 #2021 #seasonsgreetings #financialplanner #investing #personalfinance

[KLT Wealth Management @KLTWealth]

As we transition towards a greener and cleaner world, there are many great opportunities for you to invest in yourself and the environment. If you haven't yet seen our 12 part series on socially responsible investments, you can find it here:

https://t.co/klsqIkpUGQ

#ESG #SRI

[KLT Wealth Management @KLTWealth]

We have reached the end of our SRI video series. In our final episode, we discussed important resources in the SRI and ESG landscape.

https://t.co/VQKqg7Npmp

#esg #sri #climatechange #finance #investing #sociallyresponsible #personalfinance #buildingwealth #klt #unitednations

[KLT Wealth Management @KLTWealth]

2021 is around the corner and you will be able to add $6,000 more to your TFSA. If you can, it is a good idea to deposit the money early in the new year and have it start working for your right away.

Contact us if you have any questions!

#TFSA #KLT #Investing #finance #Invest

[KLT Wealth Management @KLTWealth]

Our final podcast of 2020 is now live! On this special holiday edition, the whole KLT Team gets together and we discuss our top tips for success in 2021.

https://t.co/6vBEnn1Yat

#KLT #Investing #tipsforsuccess #buildingwealth #finance #personalfinance #investing101

[KLT Wealth Management @KLTWealth]

Check out our most recent podcast with special guest Greg Bracken from Capital Mortgages.

A great episode where Brad and Greg discuss the Real Estate market, the mortgage application/approval process, and much more!

https://t.co/keHgKpE8A1

#realestate #mortgage #homebuying

[KLT Wealth Management @KLTWealth]

As we near the end of 2020, it is a good idea to check in with your Advisor for some tax planning, especially if you are a business owner.

A reminder that you can continue to contribute to your RRSPs for the first 2 months of 2021, and get the tax credit for 2020.

#tax #KLT

[KLT Wealth Management @KLTWealth]

Should you invest in fossil fuels? We dive into the conversation surrounding Clean/Green Energy and Fossil Fuels in our most recent SRI video.

https://t.co/OrVQ9znSKG

#climatechange #sri #esg #investing #fossilfuels #greenenergy #KLT #finance #cleanenergy #sociallyresponsible

[KLT Wealth Management @KLTWealth]

Do you have group benefits with your employer? Are you aware of the full extent of what your benefits cover and are you getting complete use of your benefits? Contact us today to help you better understand your benefits.

https://t.co/3sqFzDANZA

#finance #personalfinance

[KLT Wealth Management @KLTWealth]

Check out the latest episode of our podcast! We follow up on the US Election, discuss rising COVID cases, vaccine optimism, and the market outlook.

https://t.co/Ty9pJICs6p

#podcast #klt #finance #vaccine #election #markets #investing

[KLT Wealth Management @KLTWealth]

Have you recently changed careers? Are you considering a career change? Contact a financial advisor to help you through this transition and update your financial plan accordingly.

Contact us to: https://t.co/3sqFzDANZA

#Financialplanning #careers #changingjobs #personalfinance

[KLT Wealth Management @KLTWealth]

Episode 10 of our Socially Responsible Investment video series is live. In this episode we discuss Human Rights, and its place within ESG/SRI.

https://t.co/Pqq0d6tJJg

#humanrights #sri #esg #sociallyresponsible #investments #investing #finance #investing101 #klt

[KLT Wealth Management @KLTWealth]

Thank you to all who have served and continue to serve our country.