Business Solutions
Business protection, ownership transition, corporate wealth, retirement income and legacy for owners, directors and family enterprises.
Explore Business SolutionsSam Financial Services Inc. / Financial Empowerment for Business Owners
What you have built should have a future beyond you.
We work with business owners on protection, succession and ownership funding, and on how the wealth created by the company may serve retirement and future generations.
Not ready to speak yet? Take the 3-minute Financial RISE AssessmentProtect the business · Protect the owners · Plan the transfer of wealthCalgary, Alberta
Our focus
Business decisions do not end at the office door.
A business can be a source of income, family security and long-term wealth. We help owners and directors consider what happens if circumstances change, how ownership may transition and how the value created can support life beyond the company.
See how we support business ownersThree areas of focus
One firm. Three connected priorities.
Our first conversation may begin with a business challenge. We also consider the people and generations connected to it.
Personal Financial Empowerment
Income protection, income replacement and generational wealth for the life beyond the business.
Explore Personal PrioritiesChildren's Financial Future
Make thoughtful choices for children's future opportunities and the financial foundation they will inherit.
Explore Children's FutureBusiness Solutions
Six conversations every owner should be ready to have.
01
Business Protection
What happens if a key owner or employee becomes seriously ill or passes away?
Explore solution 02Succession Planning
What happens to the business when you eventually leave?
Explore solution 03Buy-Sell Funding
If there are multiple owners, is a transition strategy properly funded?
Explore solution 04Corporate Wealth Strategies
How should business-generated wealth support your broader financial goals?
Explore solution 05Retirement Income
How will the business eventually help fund your retirement?
Explore solution 06Estate & Legacy
How can the value you created keep helping your family?
Explore solutionThe 3-minute Financial RISE Assessment
You have built the business. How strong is the financial house behind it?
Answer 10 simple questions across income, protection, retirement, children, business continuity and legacy. See an instant snapshot of the topics worth a closer conversation.
No account numbers or documents. Your answers are shared only if you request a review.How we work
Six steps from discovery to review.
We begin with a financial check-up, identify gaps, design options, support your decision, coordinate action and revisit the strategy as life changes.
Discover
Begin with a Business & Owner Financial Review or a personal financial check-up.
Diagnose
Identify financial risks, gaps and priorities that need attention.
Design
Develop a coordinated strategy and explain the available options.
Decide
Review the options together. You decide which actions to pursue.
Implement
Coordinate the agreed actions with appropriate professional partners.
Review
Revisit the strategy as your business, family and objectives evolve.
Our founder
Experienced leadership. A clear point of view.
Sam Lawal founded the firm after more than 18 years in financial services. His approach starts with the connections between business success, family security and the next generation.
Our work is organized around the decisions clients need to make, with a practical process for moving from uncertainty to action.
Sam Lawal Founder
Meet our founderBusiness Solutions
What would happen to your business if the unexpected happened?
Start a focused conversation about continuity, ownership, retirement and the value you want to preserve.