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David Yurich our Strategic Partner, HollisWealth®
B.Comm., CFP®, RFP. CLU.
President and Managing Partner of Sound Financial Strategies Inc.
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 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.
In 2015, David was further awarded the Trust and Estate Practitioner (TEP) designation. David, now joins a worldwide professional association (19500 members across 80 countries) for practitioners dealing with family inheritances and succession planning. Advising families across generations, is a key focal point of this new designation.