KLT Wealth Management is an independent financial services firm based in Kingston, Ontario. The firm operates in association with Investia Financial Services Inc., a major mutual fund dealer in Canada. KLT Wealth Management provides personalized financial planning, investment management, retirement planning, estate planning, and insurance solutions to individuals, families, and business owners. Their stated mission is to help clients achieve their financial goals through a long-term, disciplined, and client-focused approach to wealth management.

Founded in

Canada