Numo Financial Services for Business Owners

If there’s one lane we love to perform in, it’s working with local entrepreneurs. Our advisors have a specialized expertise in creative investing solutions, corporate structuring, and tax efficiencies to get the most out of your business dollars. Offering consultation and guidance is a part of our regular check-ins, and we’re always looking for ways to add value and knowledge to assist our clients’ personal and professional portfolios. As small business owners, many of the solutions we present have been tried and tested ourselves and we speak to them from a place of experience.

Corporate savings

A corporate savings account allows you to prioritize paying yourself first, treating your investment as an essential employee cost that will pay dividends for decades to come.

Health Spending account

An HSA is a flexible and tax-effective benefit program that allows individuals to pay for a wide range of eligible healthcare expenses using tax-free dollars.


Protecting your business in the event of illness, injury, or premature death is essential. We offer a range of insurance options, including personal and corporate coverage such as life insurance, executive disability and group insurance.

accounting & Legal

Our services prioritize tax efficiency and help you minimize tax liabilities, allowing you to keep more of your hard-earned money. We work with your accountant and legal professionals to develop strategies that optimize your tax efficiency.


If you’re seeking to incorporate your business from a sole proprietorship, we’re here to help. Our services can guide you through the process and ensure a smooth transition.


Allocating your money to the right places can be challenging, but we can help develop customized investment plans that align with your specific goals and priorities, ensuring that your money is being allocated efficiently and effectively.

“Brady and the team at Numo Financial have been profound contributors to the success of my portfolio, both personally and professionally for the past 5 years. As a busy entrepreneur and working parent I appreciate the initiative team Numo takes in keeping me on track and supporting the growth of my business”

– CM