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Financial Planning for Professionals

No matter what your career path is, it is never too early to start prioritizing your financial future. As a Certified Financial Planner, it is my job to help you make the right decisions to protect yourself, your family, and your hard-earned money.

Who I Help

Young woman

Early Career

Helping you secure the right insurance coverage, manage any student debt, and plan ahead for retirement.

Mid-Career

Supporting you with retirement and pension planning, debt paydown, and navigating long-term purchases and investments.

Nearing Retirement

Helping with investment optimization, retirement planning, and estate planning.

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.