Navigating Your Financial Future with Confidence
Meet Lewis Kent, CFP
As a senior advisor with SPM Financial, I am committed to helping individuals across Ontario make good decisions for their financial futures.
I currently specialize in working with:
- Physicians, residents, and medical students
- Professionals
- Business Owners
Whether you are established in your career or just getting started, I am here to support you every step of the way!
Medical Student & Resident Offer
Current medical students and residents – apply online today to receive additional benefits and perks, including 12 months of free disability coverage.
How I Can Help
Managing your financial life can feel overwhelming – here are the areas where I can support you
Wealth Management
Helping you make good decisions for the day-to-day management of your finances.
Debt Planning & Recovery
Making plans to proactively manage or recover from debt.
Risk Protection
Securing the right level of insurance coverage for your individual situation.
Investing for the Future
Investing and growing your wealth for retirement.
Here are just a few examples of specific challenges I can assist you with:
- Risk Management
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Estate Planning
- Retirement Planning
- Investment Management
- RRSPs, TFSAs
- RESPs (Education Funding)
- Corporate Investment Accounts
- Pension Plans
- And More!
Who I Help
Physicians, Residents, and Medical Students
Helping physicians, residents, and medical students navigate the many unique financial challenges that come with a career in healthcare.
Professionals
From managing student debt to putting a plan in place for retirement – it’s never too early to start prioritizing your financial future.
Business Owners
Insurance, debt planning, and long-term wealth management support for working and business owners.
About Me
My name is Lewis Kent – a Certified Financial Planner and senior advisor with SPM Financial.
I proudly offer wealth and risk management services to clients across Ontario. A few key groups that I specialize in include professionals, business owners, and physicians.
To ask a question or schedule an informal chat, feel free to reach out!
- Phone: 519-432-6199 x 237
- • Email: [email protected]
You can also book a free consultation with me via Calendly.