Susan Nardi


Position:
Hon.BA., CFP®, FDS.D

Certifications & Specializations:
Certified Financial Planner® / Financial Divorce Specialist

susan.nardi




Bio

Susan Nardi graduated from McMaster University in Hamilton with an Honours Degree in Economics. She is also a CERTIFIED FINANCIAL PLANNER® practitioner with 18 years experience in the financial services industry. Susan’s responsibilities within the firm include the administration of daily operations and long-term strategic planning. Susan Nardi was also awarded the Financial Divorce Specialist’s designation in 2012. This highly valued designation now allows Susan to assist clients both current and prospective, in dealing with the financial aspects associated with divorce and separation. She welcomes the opportunity to work closely with clients to ensure that their financial needs are effectively addressed.

Deborah Slywchuk


Position:
CFP®, FDS

Certifications & Specializations:
Certified Financial Planner® / Associate Financial Advisor – HollisWealth Advisor Services Inc.

deborah.slywchuk




Bio

Deborah is the newest member of the Sound Financial Strategies team, she is a CERTIFIED FINANCIAL PLANNER® practitioner 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 Read More

Barbara Beausoleil


Position:
Manager of Operations


barbara.beausoleil




Bio

We are thrilled to have Barbara join the team at Sound Financial Strategies and for the leadership skills she brings to manage the day to day operations of the company. Barbara brings 28 years of administrative experience, the past 12 years specifically in the Financial Services sector. She will be responsible for ensuring that we are currently providing our valued clients with an exceptional experience when working with us, as well as continuously looking for ways to improve the operations for the benefit of both clients and staff. Barb will take over many of the management functions that Susan Nardi has primarily been responsible for in the past, in order Read More

Denise Chretien


Position:
Client Relations Associate





Bio

Denise is the Client Relations Associate at Sound Financial Strategies. Denise brings with her 30 years of office experience, 25 of which were in Group Benefits. 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. Denise will ensure that all the 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 Read More

David Yurich our Strategic Partner, Scotia Capital Inc.


Position:
B.Comm., CFP®, RFP. CLU.

Certifications & Specializations:
President and Managing Partner of Sound Financial Strategies Inc.

david.yurich




Bio

David Yurich is the President and managing partner of Sound Financial Strategies Inc. David has an Honours Degree in Commerce from Laurentian University (1992) with a specialty in Investment and Finance. He is a CERTIFIED FINANCIAL PLANNER® practitioner. He also has been awarded the Registered Financial Planners (RFP) designation, which is the hallmark of Canadian Financial Planning designations. In 2009, David was also conferred with the Chartered Life Underwriter (CLU) designation, which is Canada’s premier wealth transfer and estate planning designation. David has been involved in the Financial Services industry since 1991. He has held various executive positions as President of The Ontario Association of Financial Planners (OAFP), President of Read More

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