Who we are…
Sound Financial Strategies provides practical financial advice and Sound Financial Strategies Inc. provides the most up to date and relevant financial planning and insurance advice.
Sound Financial Strategies Inc.* is an independent, multi-faceted financial planning firm. As a member of ADVOCIS (The Financial Advisors Association of Canada), the IAFP (Institute of Advanced Financial Planners), and the The Institute for Advanced Financial Education (The Institute), we have the expertise and knowledge required to assist you, your family, your partners or your company achieve financial success. Our firm provides sound, practical financial advice in an easy to understand format. As an Independent Organization, with David registered with Dundee Private Investors Inc., Member of the Scotiabank GroupTM, our firm has the necessary scope and resources needed to ensure your goals become a reality.
Our Mission Statement…
- We are dedicated to serving your best interests in achieving financial growth and independence.
- We are committed to the entire financial planning process to ensure your goals and objectives become a reality.
- We believe in developing strong and caring relationships with you.
Investment Philosophy
Our philosophy is to create and maintain investment portfolios that embody your goals, objectives and risk tolerance. We believe in achieving consistent returns while preserving your capital over the long term. Asset allocation is the cornerstone to portfolio construction. Modern portfolio theory is adhered to in developing recommendations for you.
Our Expertise
- budgeting and cash flow, “where is my money going?”
- net worth calculations, “what am I/we really worth today?”
- historical and projected tax positions, “how can I reduce the income taxes I pay?”
- asset allocation, “how do I properly invest my hard earned money properly?”
- wealth accumulation, “what happens if I live to long?”
- education planning, “will my kids/grandkids be able to go to school and get ahead?”
- risk management, “what happens if you die too soon, become disabled or critically ill along the way?”
- special needs for people with disabilities, “what financial and tax tools are available for me or my loved ones to make life
easier?” - estate planning, “how do I ensure that my loved ones will receive what I intend them to receive at my death?”
Products We Offer
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, DWM Securities Inc., Dundee Private Investors Inc., Dundee Insurance Agency Ltd. and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this DundeeWealth representative is not registered. Only securities related products and services referenced are offered through Dundee Private Investors Inc. *Insurance products provided through Dundee Insurance Agency Ltd. **DundeeWealth mortgages by referral provided by Invis.
