Susan Nardi


Position:
Hon.BA., CFP®, CFDS

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




Bio

Susan Nardi shares her core beliefs and knowledge with her clients to help them achieve their life goals.  Her personal attention to each client and their family is a key factor towards their success.  She believes that true financial planning takes a consistent long-term approach.  Susan believes that “financial planning involves doing small things in a big way, everyday!” Susan Nardi was also awarded the Chartered Financial Divorce Specialist’s designation in 2012. She is a great resource to anyone experiencing separation and divorce.  Susan will share her knowledge in helping you navigate and complete the financial requirements and forms necessary to reach a resolution.  She believes that understanding this information is Read More

Barbara Beausoleil



Bio

Barbara brings over 30 years of administrative experience, the past 12 years specifically in the Financial Services sector. She is 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. On Barbara’s free time, she enjoys attending live plays with friends at the community Sudbury Theatre Center. Barbara also volunteers at the community Soup Sister’s Organization. Once a month a group of men and women get together and prepare 4 large industrial sized pots of homemade soup that is then packaged and Read More

David Yurich our Strategic Partner, HollisWealth®


Position:
B.Comm., CFP®, RFP. CLU. TEP, CEA

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




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

Melissa Thompson


Position:
Client Relations Associate





Bio

Melissa brings with her 5 years of office experience, and 15 years of client service experience. 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, Melissa 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 manner. She is a mom and a wife, who can Read More

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