KW
Kevin Woodley
Wealth Strategy Advisor at The Finish Line
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Work Experience
Wealth Strategy Advisor
Jun 2017 - Present · 7 years and 7 months
ppi solutions inc.
Insurance Agent
Sep 2016 - Present · 8 years and 4 months
Financial Advisor
Jan 2016 - Present · 9 years
Company Details
2-10 Employees
We help you plan for the day your business can run without you. Therefore, I started The Finish Line Group. When I owned my last business, I never considered failure as an option. I was completely invested and committed to the success of the business. I continued to invest back into my business without creating any contingencies for failure. When the banking crisis hit in 2008, our office furniture business which employed 70 people, went from a $30 million per year company to less than $10 million almost overnight. Coupled with huge losses in currency exchange and a switch to a new major supplier was the perfect storm for burning through a few million dollars in retained earnings within a couple of years. My retirement plan and my future financial nest egg disappeared alongside the business. As a business owner, I wasn’t an anomaly. Fortunately, many entrepreneurs have not suffered the same fate, but in many cases their vulnerability still exists. They are solely vested in their business. The Finish Line Group was created to ensure other business owners avoid a similar fate as mine. Business owners aren’t always looking after their financial future. They assume a lot of risk. We work with a lot of brilliant people who are assuming a lot of unnecessary risk. They have questions around succession plans, exiting the business, tax strategies, wealth building and employee retention. Many of these strategies fall beyond the expertise of their Accounting and Legal professionals. The Finish Line is a metaphor for where your business can take you, your family and your future regardless of the challenges that you may face along the way.
Year Founded
2013
Social Media
Linkedin
Industry
Financial Services
HQ Location
11 Sherwood Ave Toronto, Ontario M4P 2A6, CA
Keywords
Succession PlansExiting Your Businesstax minimizationbuilding a legacyyouth mental healthstrategic philanthropyand selling your business
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