Location & Address
Sudbury, ON P3C 1X3.
Toll Free: 1-800-837-1670
Schedule a strategy session:
Schedule a strategy session:
Don’t forget to make your 2019 TFSA contribution! Here is a quick reference to help you catch up! Read more
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
It’s a brand new year. A year to make some concrete decisions about where you want to be personally and financially. In the financial planning industry we hear this all the time. Read more
Tax planning should be part of your overall financial strategy, and should be considered on an ongoing basis throughout the year. Read more
When people divorce, the biggest worry is about money and how financial assets will be split. Divorcing is never easy and is an extremely emotional time for couples. Read more
Life insurance is a crucial element of your financial plan- it is there to protect you and your family, should the unexpected occur. Read more
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
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
“Debbie, I first want to thank you for all your hard work over the years. I can safely say it has paid off for me and hopefully for you as well. You will recall that when I first went to meet you, you had recommended making some significant chang… read more
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
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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.