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2019 TFSA Contribution


Don’t forget to make your 2019 TFSA contribution! Here is a quick reference to help you catch up!

 

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Financial News Updates

  • 2019 TFSA Contribution
    2019 TFSA Contribution

    Don’t forget to make your 2019 TFSA contribution! Here is a quick reference to help you catch up!   Read more

  • Lunch and Learn with Lori Moggy
    Lunch and Learn with Lori Moggy

    Lori Moggy from HQ Mortgages in Sudbury, visited our office to discuss the topic of Reversed Mortgages in Canada on Wednesday November 25th, 2015. Read more

  • Special Needs Disability and Financial Planning Webinar
    Special Needs Disability and Financial Planning Webinar

    Mr. David Yurich facilitated a national webinar with Alpha-1 Canada TV regarding Special Needs Disability and Financial Planning on Wednesday October 18th, 2015 at 8:00 p.m. EST. Read more

  • Interview ORPP – Thoughts, Insights, and Opinions with David Yurich and CBC’s Up North, Jason Turnbull
    Interview ORPP – Thoughts, Insights, and Opinions with David Yurich and CBC’s Up North, Jason Turnbull

    On Wednesday August 12th, 2015, Mr. David Yurich was contacted to provide thoughts, insights, and opinions on the Ontario Retirement Pension Plan. Listen to David and Mr. Jason Turnbull of CBC Up North. Attached is the link to the interview: Click Here: CBC Up North: ORPP Interview Read more

  • Vote for Sound Financial for the Readers’ Choice Awards!
    Vote for Sound Financial for the Readers’ Choice Awards!

    Sound Financial Strategies has been nominated for a Reader's Choice Award and needs your help! Read more

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Testimonials

We have had Debbie as our financial advisor for over 10 years. Her professionalism and attention to details speaks volumes for both my wife Carolyn and myself.  Debbie is very knowledgeable in her field and keeps us up to date on the latest developm… read more
Brian and Carolyn Ludgate
Dave has taken a personal interest in the overall financial planning and investment management for our family’s needs.  He and his team took the time to fully understand our current needs and long term desires in order to establish an effective fi… read more
Bruce and Diana McCullagh
What sets my relationship with Sound Financial Strategies apart from that I had with other financial advisors, is the fact that their approach is an honest approach that focuses on building trust, rather than simply looking at products or solutions. … read more
Marc Sabourin
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© 2019 Sound Financial Strategies – Financial Consulting Sudbury Ontario. All Rights Reserved.

HollisWealth® is a trade name of Investia Financial Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. Sound Financial Strategies Inc is an independent company unrelated to HollisWealth and Investia Financial Services Inc. Investia Financial Services Inc. companies have no liability for Sound Financial Strategies.

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 are those of the advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.