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Financial Planning for Business Owners

Balancing your personal and professional interests as a business owner can be a challenge. Whether you are just getting started or looking to plan your exit, I’m here to help you protect your hard-earned money and navigate your financial future with confidence.

How I Can Help

Getting Started

Helping you plan for future cash flow and secure the right insurance coverage for your business.

Growth & Expansion

Supporting with long-term investment optimization, debt paydown strategies, and planning ahead for retirement. 

Exit & Succession Planning

Helping you manage your retirement assets, plan for your exit, and facilitate the estate planning process.

The SPM Commitment

As an associate advisor with SPM Financial, I am committed to keeping the following promises.

  1. Client focus: Identifying the needs of our clients is always top priority in every decision made, without exception.
  2. Quality relationships: We pride ourselves on strong client relationships built on trust and dependability.
  3. Integrity and service: Consistency and reliability are the staples of the service we guarantee, to meet our client’s needs, with unwavering honesty and professionalism.
  4. Teamwork: Through collaboration, we know that the value we add to our clients far surpasses the work of one. By implementing our “Sharing of Knowledge” philosophy, we provide a superior service by combining individual skills and expertise.
  5. Efficiency: Through the use of proven systemized and standardized processes, we get the results that meet our clients’ needs.

Read more about our commitment to clients on the SPM Financial website.

Get in Touch

To ask a question or schedule an informal chat, feel free to reach out! I am based in London but happily serve clients across Ontario.

You can also book a free consultation with me via Calendly.