Steven Kohut, Financial Planner,Stayner, ON

A financial plan for every aspiration

Start by connecting with a TD Wealth financial planner and you could get up to $5,000¹
¹Conditions Apply. Limited time offer.

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Phone

Office

(705) 429-8754

Office Location

7267 Highway 26 Stayner, ON L0M1S0. map

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As a Financial Planner with over 30 years of financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that balances living life today with setting goals for tomorrow. I hold an Honours Bachelors of Arts degree in Economics from Wilfrid Laurier University. I also hold the Certified Financial Planner (CFP®) designation offered by FP Canada.

To help meet my clients' evolving needs, I work together with a team of specialists in investment management, estate planning, tax, credit and insurance.

Connect with me today to learn more about how I can help you and your family reach your personal and financial goals.

Phone

Toll Free

(866) 381-1744

Certificates

BA (Hons)

CFP®

Hi, I'm Steven Kohut and I'm a Senior Financial Planner with TD Wealth Financial Planning.

I believe that financial success begins with a solid plan. Let's build a strong financial future and turn your goals into reality.

Get in touch today to start your journey toward financial success.

Let's Connect

Frequently asked questions

Get answers to your financial planning questions.

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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TD Wealth Financial Planning

Your priorities are important to us. We can work together towards your goals, and can help with:

Planning for every life stage

As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.

To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.

Accumulating wealth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies.

To keep you up to date on key financial considerations, I've included content for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Stepping into retirement: Preparing for the big transition

The transition from a successful career to this stage in life isn’t always easy.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized financial plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

What To Expect From TD Wealth Financial Planning

As a TD Wealth Financial Planning client, we will help develop a deep understanding of you and the needs, goals and priorities you have for yourself and your family. With that deep understanding, We will work with you to develop your personalized financial plan. And that’s just the beginning of our journey. Over time, we will be there to help guide you as your life evolves, celebrating milestones, helping you manage the unexpected and updating your plan as your circumstances change.