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Advisor

Kathleen Daunt

New School of Finance · Toronto, Ontario, Canada

Kathleen Daunt is a fee-only financial advisor at New School of Finance in Toronto, Ontario, Canada. Kathleen charges a flat fee or retainer and a one-time planning fee (one-time plans from C$2,205) and focuses on retirement planning, small business owners and real estate investors.

Flat fee or retainerOne-time planning fee Fee-only

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Specialties

Who they serve

  • Retirees
  • Pre-retirees
  • Founders
  • Real estate investors

Facts

FirmNew School of Finance
Based in Toronto, Ontario, Canada
Fee modelFlat fee or retainer · One-time planning fee
Fees (firm's website)One-time plans from C$2,205
Websitewww.newschooloffinance.com

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Tell Kathleen a little about what you're looking for. Kathleen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Kathleen

Is Kathleen Daunt a fee-only financial advisor?

Yes. Kathleen Daunt is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Kathleen charge for financial advice?

Kathleen charges a flat fee or retainer and a one-time planning fee.

How much does Kathleen charge?

According to New School of Finance's website, checked October 28, 2026: one-time plans from C$2,205.

Where is Kathleen Daunt based?

Kathleen Daunt is based in Toronto, Ontario, Canada.

What does Kathleen specialize in?

Kathleen's specialties include retirement planning, small business owners and real estate investors. Kathleen works with retirees, pre-retirees, founders and real estate investors.

How do I contact Kathleen Daunt?

Through Kathleen's website, www.newschooloffinance.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • New School of Finance website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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