Welcome back to Small Business School! Today, we're diving into the world of wealth preservation with Daniela DeGasperis and Sarah Helmer from DDM Group. DDM is a Wealth Preservation Consultancy. By understanding the big picture of their clients’ situations, they craft tailored strategies and solutions using our innovative proprietary frameworks to help achieve client’s unique goals. Daniela is the Founder of DDM Group and Sarah is the VP of Communication, together with the rest of the DDM Group they are passionate about connecting people with the ideas, information, and introductions they need to take control of their financial futures!

Tune into our conversation to hear how they’re breaking down financial barriers and offering bespoke strategies that empower entrepreneurs and business owners to build lasting wealth!

Topics Covered:

• Daniela's personal story and the inspiration behind starting DDM Group.
• How DDM Group stands out by prioritizing client relationships and personalized strategies.
• Sarah's transition from legal to financial services and her passion for financial literacy.
• Insights on how DDM Group helps clients at various stages of their financial journey, even before they have significant assets.
• The importance of open, judgment-free discussions about finances and the unique approach they bring to their clients.
• DDM’s in-depth process for understanding clients' financial situations, goals, and the nuances of their portfolios to provide the best advice.
• Strategies for small business owners to plan for retirement, including using innovative methods like tax-free personal pensions and effective asset management.

Want to take control of your financial future? Reach out to the DDM group!

DDM Links:
Instagram: https://www.instagram.com/ddm.group/
Website: https://www.ddmgroup.ca/
LinkedIn: https://www.linkedin.com/company/ddm-group-2020/?originalSubdomain=ca

Staci's Links:
Instagram. Website.

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Head over to my website https://www.stacimillard.com/ to grab your FREE copy of my Profit Playbook and receive 30 innovative ways you can add more profit to your business AND the first step towards implementing these ideas in your business!