David Yurich – B.Comm., CFP®, RFP. CLU.
|David has been involved with the Financial Services Industry for nearly 20 years. He has held various executive positions as President of The Ontario Association of Financial Planners (OAFP), President of the Northern Ontario Chapter of the Canadian Association of Financial Planners CAFP, Board Member of the CAFP and Chapter Advisor Council Member of ADVOCIS.|
He has lectured on Financial Planning at Cambrian College and Laurentian University in Sudbury.
David’s area of expertise includes retirement, tax, investment, insurance and estate planning, as well as being highly skilled in assisting people with disabilities. He is responsible for the creation, implementation and monitoring of overall modular and comprehensive financial plans written for Sound Financial Strategies’ clients. Many clients have benefited from his expertise, from recouping lost tax dollars; to ensuring long-term estate plans are implemented. In 1999, voted “Member of Distinction” by the Canadian Association of Financial Planners (CAFP), in recognition of David’s commitment and contribution to the personal financial planning profession. David received his Registered Financial Planner (RFP) status in 1998, a designation representing the highest professional accreditation available in Canada. David Yurich is also recognized for developing a presentation format called “Operation Debt load”, which is being used across Canada, as a tool in educating college and university students in money management.
Susan Nardi – Hon.BA., CFP®
|She welcomes the opportunity to work closely with clients to ensure that their financial needs are effectively addressed.|
Scott B. Nairn
Scott B. Nairn has been in the financial services industry for over 28 years; 23 of these years in Banking and the last 5 years in the Insurance industry. Having completed numerous studies, Scott builds a comprehensive holistic program solely focussed on his client’s long term goals. An active member of Sudbury for the past 15 years Scott has been involved with numerous community groups, sporting organizations and charities; most recently as the District Chair of the Easter Seals Society.
Deborah Slywchuk, CFP®, CDFA
Certified Financial Planner
Deborah is the newest member of the Sound Financial Strategies team, she is a Certified Financial Planner and a home town girl, born and raised in Sudbury.
Deborah began her career in the financial services sector with Sun Life in 1993, bringing with her an abundance of administrative and practical experience from her previous role as a legal secretary. She holds her Branch Manager’s License and will be able to offer additional support to the organization from a compliance and regulatory perspective.
Between the years of 1994 to 1997 Deborah obtained both the Associate Customer Service (ACS) and Associate Insurance Agency Administration (AIAA) designations through the Life Office Management Association. Her initial focus was to pursue an upper management position with an insurance company head office; these early years provided an excellent foundation from which to grow a highly organized and client focused practice.
Deborah’s desire changed early on as she enjoyed working directly with clients to uncover solutions to their risk and retirement needs. This would lead to her obtaining the license for Life and Accident and Sickness Insurance, as well as successfully completing the Canadian Investment Funds course in 1998. In 2004 she began the coveted Certified Financial Planner (CFP) designation and was proud and relieved to achieve the designation in June 2007. Knowing the importance of being able to support clients in many aspects of financial planning, in February 2011, she achieved the Certified Divorce Financial Analyst designation and is looking forwarding to cultivating this arm of the Firm in partnership with Susan Nardi.
Deborah comes to us with a woman’s perspective on financial planning and is looking forward to sharing this perspective with new and existing clients. Please feel free to call on Debbie for all your insurance and investment needs.
Paulina Lubian – Administrative Assistant
Paulina is the Administrative Assistant at Sound Financial Strategies. Paulina brings with her ten years of office experience, four of which are in finance. She will likely be the first person you speak to when you call our office. From booking and confirming client meetings, to keeping track of all pertinent changes that affect your file, Paulina will ensure that all information is up to date and accurate. She is also responsible for handling the day-to-day questions that may arise, or will forward your request to the appropriate person, in order to ensure that your service issue is dealt with in a professional and timely manner.