Point B Financial

About Point B Financial

Point B Financial is a finance and insurance firm located on Pall Mall Street in downtown London, Ontario. The business serves families and small businesses that require sophisticated and complex strategic planning to reach their financial goals. The firm offers a variety of comprehensive products and services designed to create personalized financial roadmaps. These include retirement income planning to help clients turn savings into lasting income, estate planning to safeguard legacies, and succession planning for business owners looking to transition or step back while preserving value and minimizing tax. The team provides a collaborative and supportive approach that involves planning and closely monitoring results to ensure strategies align with a client's specific goals and values. The company is led by President Carla Dos Santos, BA, CFP ®, who is also a Senior Wealth Advisor with Worldsource Wealth Management Inc. The team also includes Investment Associate Kelly O'Hagan, Executive Administrative Assistant Jody Kovacs, and Office Manager Amy Trnavskis. Point B Financial describes its approach as being built on genuine connection, taking the time to understand each client's unique story, family, and future vision to provide thoughtful and personal guidance.