KLT Wealth Management - New Hamburg, Ontario

Justin White

Long term client with KLT. So grateful to KLT and happy I made the decision to trust them with my finances. Brad is super genuine, trustworthy, and a breath of fresh air in the financial industry. Thank you to the entire KLT team for being proactive and always showing care with respects to my partner and I’s finances.

Dylan

I've been investing with Brad for 5 years now on my journey to save up for a house. When I started investing I knew very little to nothing, Brad is very good at communicating and teaching all options that best suit your needs. Highly recommend his services and guidance

Katie Hamm

I've been with Joe since 2010 and there is no one else I would trust more with my financial holdings. KLT (Know, Like, Trust) is a perfect name for them because they embody all of these words. Joe knows me and listens to my hopes, dreams & concerns so that my financial portfolio reflects my needs. I like that they are always available to answer my questions and have a yearly "check-in" to make sure all is well. So, because of the relationship that has been built, I trust Joe completely with my investments. It's very important for me to have a familiar and trusted person to handle my investments (unlike in the banks where there will be a new person each time you go), and for me, that person is Joe, along with his staff at KLT.

Mark Palmer

Prior to meeting Joe Figliomeni, my wife and I were in the care of a part-time financial advisor, who didn't really advise and our finances were not being managed well at all. Joe and his staff have changed that in the past 7 years or so. Joe has managed our portfolio to help position us for maximum return and minimal risk, as well as helping us to prepare for our children's education and our retirement. He and his staff take time to answer our questions and ease our financial worries. KLT Wealth Management is certainly a group that knows what they're doing, like what they do and you can trust.

Update: Our portfolio has grown significantly over the past few years with KLT's wealth management expertise. Joe watches the market and alerts us when investments are not realizing their potential, offering alternatives with better returns and diverse exposure. He also is quick to respond to market changes and a calm voice in a storm. A lot to Know, Like and Trust.

adam huckstep

Brad and the KLT team have been beyond helpful in providing guidance toward my financial success. Brad has time and again shown me how to better organize myself financially through various milestones in the years we have been connected. I would and do recommend KLT to all my close family and friends.

Henry and Karen Winter

Joe and the KLT team have served us well for 20 plus years.  We appreciate the yearly check-ins where they take the time to ask important questions and adjust our portfolio to reflect our goals.  We highly recommend Joe and the KLT team !!

Herms Radatus

Joseph Figliomeni has been our trusted Financial Planner for over seven years.
Since partnering with Investia Financial Services Inc., Joe and his team at KLT Wealth Management have worked to meet our financial goals by structuring our Investment Portfolio to provide reliable retirement income and growth.
Know: Joe and his team know our needs and our risk tolerance; it shows with every suggestion or recommentation they provide.
Like: Always available to help by phone, email or with a personal appointment, with personal-feeling service quality.
Trust: Keeping us up to date on current market issues and investment opportunities as they relate to our current portfolio and future plans.
I recommend KLT Wealth Management!
Herms Radatus

Quinn Fortier

We've been using brad as our finance person for around 4 years now. He's honestly made our lives so much easier. I am self employed which can make finances very complicated but brad makes our lives so simple handling everything. He saves us money on taxes /earns us money on our investments I can not recommend him enough!