SPM BENEFITS - Key Persons
Andrew has a passion for helping others achieve financial security and freedom. He works with driven entrepreneurs and professionals to define their financial and life goals and then set and execute a financial plan that will get them there.
Andrew studied business and political science at Western University and graduated from the Ivey Business School with an honours business administration degree in 2020. Prior to joining SPM Financial, Andrew worked in Toronto at Fidelity Investments and Canada Life Investment Management. Andrew is a Chartered Investment Manager (CIM) and is currently completing his Chartered Financial Planner (CFP) designation.
Outside of work, Andrew spends his free time relaxing with friends and family, playing squash, running, and reading. Andrew has a wide degree of interests and hobbies including wine, watches, cooking, and travel.
Job Titles:
- Group Benefits Administrator
Job Titles:
- Director of Sales & Strategy
Chad knows that great employees are the key to most successful businesses -- he helps small and medium businesses grow by providing advice and solutions that attract and retain great employees.
Through his combined background in healthcare (MSc.) and business (MBA) and 20+ years of expertise in the industry, Chad has developed a diagnostic, customer-first framework to create unique, mindful and innovative solutions for clients. He is passionate about what he does and the clients he works with. Chad believes that small to medium businesses are the heart and soul of the economy.
Keith Muchan is one of our Co-Founding Partners at SPM Financial. He has over 30 years of experience as a financial advisor and uses his expertise to help his clients plan for their financial future. Keith is a graduate of the University of Guelph, CLU certified, and is a member of CALU and Advocis.
Keith works with his clients to help them choose, invest, and manage plans that matches their unique financial situations. He also emphasizes the need to adjust investment plans as his client's goals change. Keith will always listen to his client's concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat his client's financial goals with the same care and interest that he devotes to his own.
Keith lives in London with his wife Irene, and son Andrew, and is an active member in the local community. Outside of the office, Keith enjoys skiing and spending time with family.
Combine hardworking, accomplished, and down-to-earth, and you have Lewis Kent. Serving as an advisor at SPM Financial, Lewis offers his ability to help business owners, professionals, and their families reach their financial goals. Lewis specializes in working with medical professionals and has been a guest speaker at medical schools across Ontario.
In addition to his years in the finance industry, Lewis is listed on Business London's "Top 20 in Their Twenties". He maintains a leadership role in many areas of the London Ontario community such as the LEN (President), the TVEF (Member of Finance Committee), and the WMAA (Director).
Lewis also has an impressive athletic background that had him wearing many hats such as a Director on the Mustang Athletic Student Council, the Captain of the Western Cross-Country team, and the Distance Captain of the Western Track team. He is a proud alumnus of Western University and helps other students with employment through his Student Maintenance Company, which he is the owner and founder of.
Lewis is also a Beer Mile World Champion, which earned him an appearance on the Ellen DeGeneres show. He has documented these unique experiences in his recent book "A World Champions Guide to Running The Beer Mile".
Job Titles:
- Senior Group Benefits Specialist
Matt Churchill has worked in the financial services industry since 2001 and is experienced in retirement planning, strategic planning, and risk management. As a Partner at SPM Financial, he is passionate about working with business owners, professionals, and families, to protect what matters most and build for their future.
In addition to being an integral member of the SPM advisor team, he is accredited with having his CLU, CHS, and CFP. He is also a member of CALU and Advocis. Matt uses these skills and resources to meet your unique needs and provides you with personalized financial solutions.
Matt is a proud alum of Fanshawe College's Financial Services program where he received his degree with honours. He is also on the Fanshawe College Community Advisory Council where he volunteers his time and planning expertise.
Outside of the office, Matt enjoys cooking, traveling, and playing hockey. He lives in London with his wife, Melanie and daughters, Keira and Avery.
Job Titles:
- Advisor
- Founding Partner
- Co - Founding Partner at SPM Financial
A self-described outdoors enthusiast, Mike Sheffar is a Co-Founding Partner at SPM Financial who is committed to providing the highest level of service to his clients. He has spent the last 30 + years in the financial industry creating lasting relationships and personalized service that clients can count on.
Mike graduated from Western University, is an active member of the Western Mustangs Athletic Alumni and is involved in many other areas of the London Community such as volunteering his time as a member on the investment committee for Jesse's Journey Charity.
Mike believes that true wealth is the ability to fully experience life and strives to help his clients achieve their goals with this in mind. Working with many different clients, Mike has developed a unique perspective in managing risk and growing wealth. He will work with you to build a financial plan that suits your specific needs.
Outside of finance, Mike enjoys fishing, keeping up with his favourite podcasts, and spending time with his family.
Job Titles:
- Senior Group Benefits Specialist
Sara La Gamba has led an impressive career as a financial advisor for over 10 years. She joined the industry with Freedom 55 Financial and then became President of King Financial and Benefits Inc in 2012. At SPM Financial, Sara works as a Senior Advisor to help her clients achieve their financial goals with personalized, professional service. Learning has been a life-long passion for Sara and education continues to play an integral role in her professional journey and development. She holds the CHS (2011), CFP (2014), CLU (2014), and TEP (2016) designations and is currently working towards the CEBS designation.
Sara is a proud and enthusiastic member of Advocis. It's a membership she holds with great pride since the time she joined the association in the early days of her career. During that time, she began volunteering with The Institute of Advanced Financial Education. She currently chairs the Standards and Accreditation Committee, sits on the Awards committee and is a member of the Advocis Legal Regulatory Policy committee. Sara also allocates her time as a trustee and treasurer for The Institute. She played a key role in her local Advocis chapter, joining the board in 2012 and serving as Toronto Chapter President from 2015-2017.
Sara graduated from the University of Western Ontario with a Bachelor of Arts in Political Science and lives in London with her husband Nathan and her 2 sons, Jackson and Owen. She enjoys golfing, skiing, volleyball, and cycling in her free time.
Job Titles:
- Senior Group Benefits Specialist
Shayne McVittie is one of our Associate Advisors at SPM Financial. He loves collaborating with families and small business owners to help them achieve their financial dreams. He provides clients with a clearly defined, achievable plan that will take them from their current situation to their ultimate goals. Shayne aims to build life-long relationships with his clients so they feel that they have a true friend working for them.
Shayne's knowledge base and commitment to continuing education means that clients can expect to receive the most up to date best financial practices. Shayne understands that meeting with an advisor and putting your finances under a microscope is an overwhelming experience and he relieves your anxiety by clearly explaining everything to you in ways that you understand.
Shayne lives in London with his wife and daughter. When he's not working, he's spending as much time as he can with his wife, having fun watching their daughter grow. Shayne also spend lots of time playing various sports and keeping physically fit.
Job Titles:
- Senior Advisor
- Senior Advisor With SPM Financial
Steve McVittie has been a Senior Advisor with SPM Financial since 2020. His previous 20+ years of experience in the finance industry serves as a wealth of knowledge to his clients. Steve focuses on your big-picture goals and develops plans to help you achieve them.
Whether Steve is working with physicians and their medical corps., pharmacists, young professionals, or families, they can all expect experienced professional help with their financial decisions.
Steve is happily married to his wife Tracey and has two sons, one of them also being an advisor here at SPM Financial - Shayne McVittie. Away from the business, Steve enjoys spending time at his camp on Lake Panache, playing hockey, and biking.
Steve Stewart has over 10 years of experience in the finance industry. As an advisor at SPM Financial, his goal is to help business owners and families grow and protect their wealth. Steve's knowledge and expertise allows him to provide personalized advice and service to his clients. He works with his clients to learn their personal goals and creates a financial plan that works for them.
Steve graduated with honours from the Financial Planning Services program at Fanshawe College and is a member of Advocis. He also is a regular supporter of the NICU at London Children's Hospital.
Steve lives in Strathroy with his family, and outside of the office, he enjoys coaching his son's baseball team, playing volleyball, and staying active.
Job Titles:
- Partner
- Partner at SPM Financial
Tim Faught is a Partner at SPM Financial. He is one of our trusted advisors who helps professionals and business owners like you reach their financial goals. With more than 15 years of experience, Tim has worked with many clients, and has helped them find solutions for their unique needs.
Before joining SPM Financial, Tim launched his career in the insurance industry at Canada Life Reinsurance, where he worked as an actuarial associate. His expertise and commitment to unparalleled client service helps his clients make well-informed decisions on what types of investments are right for you.
Tim graduated with a degree in mathematics and statistics from Western University and is also a member of CALU and Advocis. Outside of the office, Tim frequents the hockey rink with his children, Greyson, Benjamin, and Novalee, and his wife, Lauren.
Tim Potter is one of the Co-Founding Partners at SPM Financial. Tim is an advisor with over 25 years of experience and takes pride in providing the best service possible. His attention to detail, listening skills and empathy are key aspects he uses to help his clients achieve their goals.
Tim knows that personalized service is essential when working with his clients. His experience and CLU/CHS credentials help him to provide high-quality advice and wealth management plans to ensure his clients financial planning process runs smoothly.
Tim is a graduate from the University of Western Ontario and lives in London with his wife, Jill, and children, Brady and Logan. In his free time, Tim enjoys reading, taking his two golden-doodles on walks, and learning Spanish as a second language.