Who we are

SPM Financial is a boutique financial services firm based in London, Ontario. We specialize in financial planning, investment management, group benefits, and estate planning for families and business owners across Canada. We help our clients make informed decisions in managing their risk and growing wealth.

Whether you’re seeking a full financial plan or just advice in one area, we aim to help educate you, so that you can make decisions that work towards achieving your financial goals.
 

Over 100 years of combined experience

Our advisor team has eleven financial advisors - including five principal partners - who are backed by a professional team of administrators and managers who each have specialized skills in specific product lines.

We’re a highly collaborative team - we swear by our “sharing of knowledge” philosophy. Pooling our specialized skills and strategic alliances for individuals, professionals, and business owners helps us craft unique wealth management strategies for clients just like you!
 

Our process

Every client is unique. When you work with us, we conduct comprehensive discovery to learn how you can best reach your financial goals and max your wealth. Understanding your unique needs is a cornerstone for how we operate. Five-phase approach:
 

Discovery

Goals Definition and Gap Analysis 

Recommendation & Implementation 

Plan Monitoring 

Ongoing Client Support