SPM Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

530 Oxford St W Ste 19, London, Ontario,...

Phone Number

(519) 432-6199

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SPM Financial

SPM Financial is a boutique financial services firm based in London, Ontario. The company specializes in financial planning, investment management, group benefits and estate planning for families and business owners across Canada. The company is comprised of eleven financial advisors, including five principal partners, and backed by a professional team of administrators and managers who each have specialized skills in specific product lines. Whether you are seeking a full financial plan or just advice in one area, the company aims to help educate you, so that you can make decisions that work towards achieving your financial goals.Explore more
SPM Financial's Social MediaPopular SearchesSPM Financial IncSPM FinancialSheffar Potter Muchan IncSIC Code 62,628NAICS Code 52,523Show more

SPM Financial Org Chart

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CA
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Controller

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Manager, Systems & Process Optimization

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SPM Financial

<$5M
11-50
Private
-
2001
CA
Craig AveryController
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1993
MC
Michael CourosDirector, Marketing
<$5M
11-50
Private
-
2002
NS
Naresh SharmaPresident & Financial Planner
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
11-50
Private
-
2003
JM
John MarkoffManager, Investment
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SPM Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SPM Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SPM Financial.

SPM Financial Tech Stack

A closer look at the technologies used by SPM Financial

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Frequently Asked Questions Regarding SPM Financial

What is SPM Financial's official website?
SPM Financial's official website is www.spmfinancial.ca
What is SPM Financial's Revenue?
SPM Financial's revenue is <$5 Million
What is SPM Financial's SIC code?
SPM Financial's SIC: 62,628
What is SPM Financial's NAICS code?
SPM Financial's NAICS: 52,523
How many employees does SPM Financial have?
SPM Financial has 11-50 employees
What industry does SPM Financial belong to?
SPM Financial is in the industry of: Finance, Securities Trading
What is SPM Financial competition?
SPM Financial top competitors include: Tetrault Wealth Advisory Group, Sharma Wealth Management, Physicians Wealth Advisory, Canaccord Genuity
What technology does SPM Financial use?
Some of the popular technologies that SPM Financial uses are: Drupal, Cloudflare CDN, AddToAny, Microsoft 365
How do I contact SPM Financial?
SPM Financial contact info: Phone number: (519) 432-6199 Website: www.spmfinancial.ca
What does SPM Financial do?

SPM Financial is a boutique financial services firm based in London, Ontario. The company specializes in financial planning, investment management, group benefits and estate planning for families and business owners across Canada. The company is comprised of eleven financial advisors, including five principal partners, and backed by a professional... team of administrators and managers who each have specialized skills in specific product lines. Whether you are seeking a full financial plan or just advice in one area, the company aims to help educate you, so that you can make decisions that work towards achieving your financial goals.Read More

What are SPM Financial social media links?
SPM Financial Linkedin page SPM Financial Facebook page
Is SPM Financial a public company?
SPM Financial is private company therefore does not currently have an official ticker symbol
See more information about SPM Financial

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