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