Who We Are

Meet the KLT Wealth Management Team

Joe Figliomeni, CPA, CGA, CFP®, CIM®

Certified Financial Planner®
Associate Portfolio Manager, Managing Partner

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, he subsequently achieved the designations as a Certified General Accountant (CGA), a Chartered Professional Accountant (CPA), a Certified Financial Planner®, and Chartered Investment Manager®.

Having spent most of his career in public accounting/consulting, Joe understands the day to day challenges most entrepreneurs and their families are facing.

While working for Industry Canada, Joe helped entrepreneurs of small to medium size businesses develop, grow and prosper.

Joe’s diverse experience and knowledge are building blocks that allows him to create the structure and development of practical solutions to the many obstacles one can face.

Joe is a proud volunteer and community leader, serving on many Boards over the course of his career including: the New Hamburg Board of Trade, and the Stratford Knights of Columbus and as a youth Soccer Coach.

Joe is the founder and Principal of KLT Wealth Management, but when not at work, he enjoys travelling, golfing, spending time with family and friends and keeping up his Italian traditions like homemade wine making.

Brad Wilson, CIM®

Wealth Advisor

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 Wealth 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 across Ontario and Quebec.

Brad is happily married to his wife Sophia and has an undeniable passion for sports. He is a big Ottawa Senators and New England Patriots fan and an avid traveler – he has visited 19 countries in the span of 1 year.

Courtney Beach, QAFP

Qualified Associate Financial Planner

Courtney graduated from Lakehead University with both an Honours Bachelor of Arts and Bachelor of Education degree. With an entrepreneurial background, she completed the Financial Planning Program at Conestoga College qualifying for the Dean’s List and earned the Investors Group Award for Outstanding Academic Excellence. Now, as a Qualified Associate Financial Planner®, she is working towards her CFP® designation.

Courtney’s professionalism and exceptional attention to detail is an asset, as she works closely with the rest of the team to ensure quality service for our clients.

Combining her passions for financial literacy and greater global responsibility, Courtney heads our office’s Socially Responsible Investment line up.

Away from the office, Courtney is often found outside enjoying the local trails and waterways.

Jaimee Craven-Lovell

Client Relationship Manager

Jaimee is responsible for the day-to-day administration of the office and coordinates both in-person and phone appointments for the Advisors.

Due to her strong work ethic, she ensures even the simplest of tasks are completed properly and in a timely manner.

She brings invaluable resources to the team with her expansive knowledge, background, and customer service skills. Jaimee is a valuable asset to the KLT team.

Outside of the office, you will find Jaimee spending time with her husband Kyle and her dogs.

Adele Figliomeni

Communications Manager

Prior to working with KLT, Adele worked for 30 years in the Civil Engineering Industry as a Designer and Project Coordinator. She developed her communications skills as a liaison to many government authorities and agencies, developers, builders, and contractors. She sees the overall big picture, but still maintains a strong attention to detail.

She is also a self-taught artist and has exhibited throughout Ontario.

Her diversified experience and artistic talents are invaluable to the creativity of our Social Media and Marketing strategies.

When not in the office, Adele can be found in her Art studio, gardening, reading, cooking or spending time with family and friends.

Josh Brown, CIM®, QAFP, CFA Level 1

Manager, Portfolio Management | Quintessence Wealth

Josh was born and raised in Cambridge, but now lives in Toronto with his wife and two young boys. When KLT Wealth Management partnered with Quintessence Wealth (Q Wealth), Josh was assigned to be the Q Wealth Portfolio Manager for KLT clients looking for investment management services.

Josh is involved in the initial client discussions because the role of a Portfolio Manager is to clearly understand the needs of the clients in order to position the investments appropriately. He is required to be notified and involved in any changes to client situations and to make suitability determinations when there are trades required on client accounts.

His role involves developing and managing portfolio models and their asset allocations for clients with different risk profiles ranging from Defensive to Growth.

Josh and the research team at Q Wealth narrow the investment field to focus on their top picks among the various asset classes.

Q Wealth is a registered Portfolio Management firm with the Ontario Securities Commission and is required to have a registered Portfolio Manager work directly with clients to collect Know Your Client (KYC) information, construct portfolios, and determine investment suitability.

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including KLT Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and KLT Wealth Management. Note that individuals from KLT Wealth Management will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. KLT Wealth Management may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.