Spm Financial
We deal primarily with business owners and their families. This focuses our expertise in the most beneficial manner for you. Our key principals have more than 60 years of combined financial services experience. Our size works for us – and you. We’re small enough to provide you with personalized attention from our experienced advisors – and large enough to be aligned with strong, reputable financial services organizations like Canada Life, Manulife Financial, Franklin Templeton Investments, and other major fund companies. Contact us today to maximize your financial potential.
7-day free trial · no credit card
Verified contacts
36
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
1
tools in use
Monthly traffic
8
organic / mo
Sign up free to see all 36 verified contacts at Spm Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- CA
Craig Avery
Controller · Finance & Accounting
EmailPhone - SS
Steve Stewart
Senior Advisor · General Business & Management
EmailPhone - LK
Lewis Kent
Senior Advisor · General Business & Management
EmailPhone - AM
Andrew Muchan
Advisor · Finance & Accounting
EmailPhone - BS
Brian Sabourin
Associate Advisor · Finance & Accounting
EmailPhone - DC
Deb Costello
Senior Customer Service Associate · Customer/Client Service
EmailPhone - DS
Dylan Samways
Financial Advisor · Finance & Accounting
EmailPhone - JS
Jack Sheffar
Financial Security Advisor · Finance & Accounting
EmailPhone - JS
Jacqueline Sullivan
Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Spm Financial
19 distinct titles indexed · top 10 shown.
- 4client service associate
- 4financial advisor
- 4marketing associate
- 3partner
- 2advisor
- 2associate advisor
- 2senior advisor
- 1butishon
- 1certified financial planner
- 1controller
- +9more titles
Sign up to unlock all 36 contacts at Spm Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 36 verified contacts at Spm Financial
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.