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
Insurance products and services are offered through (Sound Financial Strategies Inc.), an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.