SMEx Advisory

Expertise and Service should not be independent of each other.

Headquartered in Toronto, SMEx serves the Legal | Business Owners and Wealth Management communities. We deliver business and subject matter expertise in all areas related to strategic growth, business development, change management and business assessments.  We also provide the external perspective and guidance to help identify and bridge any internal gaps in order to meet your business objectives.  We do so by extending our 30+ years of business leadership and hands on experience coupled with an unparalleled commitment to service and establishing a trusting and rewarding partnership with you and your associates.   

Contact Us

john@smexadvisory.com
(416) 274-7881

Areas of Expertise


Wealth Management

  • Leadership | Strategy | Execution

  • Change Management | Business & Best Practice Development

  • Operations | Technology | P&L Management | Regulatory

  • Acquisitions | Product Development and Distribution

  • Single/Multi Family Office Structures

  • Business Assessment

  • Human Resource Identification


Small Medium Enterprises | Business Owners

  • Leadership | Strategy | Execution |

  • Change Management | Business and Best Practice Development

  • Acquisitions | Divestment | Succession or Generational Transitions

  • Corporate Board | Single Family Office Structures

  • Business Assessment

  • Human Resource Identification


Law Professionals

  • Wealth Management subject matter expertise

  • Support for litigation and Investigations; Regulatory | Client complaints

  • General advice for; Book of Business Valuations | Family Law | Insurance disputes


“Wisdom is gained by looking at the whole and not simply a part.”