750 SW Financial | Financial Planning That Puts People First

Who We Serve

We help individuals and families take control of their financial future. Our clients are diverse, but all seek personalized guidance aligned with their values and long-term goals.

Young Professionals: Lay a strong foundation for your future with debt management, savings strategies, and smart investing.
Business Owners: Protect your business, offer team benefits, and optimize tax strategies to retain more income.
Growing Families: From saving for education to protecting your family with insurance, we plan for your evolving needs.

The Problem

Without a clear plan, people overpay taxes, miss investment opportunities, and leave their families financially vulnerable. Small missteps can compound into long-term financial stress. We’re here to help avoid that.

Our Solution

We provide a comprehensive, holistic financial planning service that brings clarity, confidence, and control to your financial life.

Tax Planning: Reduce lifetime tax bills with personalized, CRA-compliant strategies.
Wealth Management: Diversified investment strategies for every stage of life.
Insurance Protection: Prepare for the unexpected with life, disability, and critical illness coverage.

How It Works

Step 1: Free intro call — get to know each other, no pressure.
Step 2: Discovery meeting — dive into your goals and current financial picture.
Step 3: Receive a customized, clear plan.
Step 4: We handle setup, paperwork, and coordination.
Step 5: Ongoing reviews and updates to keep you on track.

Why Work With Us

At 750 SW Financial, we combine personal attention with expert advice. No pressure. No jargon. Just honest planning tailored to you. You’ll work directly with Connor Hume, supported by a trusted team and backed by a values-driven firm.

Let’s Talk

If you’re ready to build a smarter financial future — or just want some clarity — book your free call today. We’ll keep it short, focused, and pressure-free.

Book Your Call