Episode 40: Small Business Week: Protecting & Growing Your Business Wealth

Published October 20, 2025

Running a business is more than day-to-day operations, it’s about protecting your legacy and building long-term wealth. During Small Business Week, let’s talk about how investment strategies, succession planning and insurance protection can help your business thrive today and tomorrow.

Darren Devine, CFP®, CLU®

Financial Planner, Sun Life
President of Devine and Associates Financial Services Inc.

Darren here, October 20th to 26th is Small Business Week—a time to celebrate the entrepreneurs who keep our communities thriving. As a business owner, you’re not just building a company—you’re creating jobs, supporting families and contributing to the local economy.

But running a business also means managing unique financial risks. Three key areas deserve your attention:

  1. Succession Planning: What happens to your business when you retire or if something unexpected happens? A solid succession plan helps protect your legacy and ensures a smooth transition for your team and clients.
  2. Investment Management: Your business isn’t just about generating income today—it’s also about building long-term wealth. We help business owners create smart investment strategies that grow alongside their business, diversify risk and align with their personal financial goals. From retirement planning to protecting future wealth, we help ensure your money is working as hard as you do.
  3. Insurance Protection: From key person insurance to disability coverage, protecting your most valuable asset—you and your team—is essential for business continuity.

At Devine & Associates, we work with local entrepreneurs to build custom financial plans that help protect your business and your personal wealth. Whether you’re planning for growth, transition or peace of mind, we’re here to help.

If you’re a business owner and haven’t reviewed your financial protection and succession plan recently, now’s the perfect time. Let’s talk about how to help safeguard your future and your business legacy.

Thanks for tuning in. Don’t forget to like and comment for more episodes filled with tips to help make your financial journey a breeze. Until next time, I’m Darren Devine, and you can always talk to us today at DevineAndAssociates.ca!