Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their financial decisions.
As independent comprehensive financial generalists, we pride ourselves on providing holistic financial advice based on a thorough analysis of your entire financial profile, resulting in more personalized advice for our clients. Starting from the top, we analyze all assets and liabilities including mortgages and lines of credit, all forms of insurance including life and disability, income tax, budget, and health benefit plans to find inefficiencies in a person’s financial profile. Any savings we uncover can then be directed towards new financial opportunities.
This holistic approach towards financial planning is conveyed to the client in an open, easy-to-understand setting. Education and teaching is truly the core of what distinguishes a good financial advisor and at Innova, this is the most important service we offer to clients.
Company Details
- Employees
- 22
- Founded
- -
- Address
- 888 Regent St, Suite 208,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- inwp.ca
- Keywords
- Income Tax Planning & Filing, Risk Management & Insurance, Retirement & Cash Flow Planning, Financial & Consultation Services, Financial Advising, Investment Management, Portfolio Management.
- HQ
- Greater Sudbury, Ontario
Innova Wealth Partners Questions
Innova Wealth Partners's website is inwp.ca
Innova Wealth Partners's LinkedIn profile is https://ca.linkedin.com/company/innovawealth
Innova Wealth Partners has
22 employees.
View email and phone details for 22
employees at Innova Wealth Partners.
Innova Wealth Partners's industry is
Financial Services
Innova Wealth Partners's top competitors are
Kalougroup,
Jane Street,
Fcr | Freelandt Caldwell Reilly Llp,
Gold Leaf Financial Group Inc.,
Brock Wealth Management,
Northern Ontario Angels,
The Salvation Army,
Sound Financial Strategies,
Norcat,
Wealthsimple.
Innova Wealth Partners's categories are Financial Services
Innova Wealth Partners's founding year is 2011
