David Yurich Email & Phone Number

Sudbury, On, Ca

David was awarded the Trust and Estate Practitioner (TEP) designation. David now joins a worldwide professional association (19,500 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.David Yurich Wealth Management is a Canadian asset management company with a mission to provide wealth management for families across generations. The firm offers a diverse range of investment, tax minimization, mortgage*, securities and estate planning services. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ™ Trademark of The Bank of Nova Scotia, used under license. David Yurich Wealth Management is a personal trade name of David Yurich. *Mortgages provided by referral only.

Sudbury

The Chartered Life Underwriter (CLU®) designation is Canada's premier wealth transfer and estate planning designation.The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on estate planning and wealth transfer.What it doesThe CLU designation provides the education needed to differentiate one's practice in complex wealth and estate-transfer markets placing CLU designation-holders in the unique position of helping Canadians build and preserve wealth.

Sudbury

LOOKING AT THINGS FROM A DIFFERENT PERSPECTIVE GIVES YOU A BETTER PERSPECTIVE. Sound Financial Strategies provides practical financial advice and the most up to date and relevant financial planning and insurance advice. Sound Financial Strategies Inc.* is an independent, multi-faceted financial planning firm. Services: * Financial Planning * Wealth Accumulation * Wealth Management * Retirement Planning * Risk Management * Health, Disability & Critical Illness Insurance * Education Planning * Wills, Trusts, & Estate Planning * Separation & Divorce Financial Planning* Financial Planning Focus on People/Families Coping with Disabilities

Sudbury

Dave was awarded Registered Financial Planners (RFP) designation, which is the hallmark of Canadian Financial Planning designations and the highest standard of excellence for practicing professionals in the financial planning industry.

Sudbury, On

A CERTIFIED FINANCIAL PLANNER®:The CERTIFIED FINANCIAL PLANNER® (CFP) designation is a professional certification mark for financial planners conferred by the CERTIFIED FINANCIAL PLANNER® Board of Standards (CFP Board).To earn the CFP Board designation, candidates must meet several requirements—the first of which is the educational requirement, which requires candidates to have a bachelor's degree (or higher), or its equivalent in any discipline, from an accredited college or university.[6] The bachelor's degree requirement may be completed after passing the CFP exam (within five years) and is not a requirement to be eligible to take the CFP Board Certification Examination. [1] As a first step to the present CFP certification criteria, students must master a list of nearly 100 topics on integrated financial planning.[7] The curriculum taught must be the equivalent of 18 semester credit hours (e.g. 6 courses). The topics cover major planning areas such as:General Principles of Finance and Financial PlanningInsurance PlanningEmployee Benefits PlanningInvestment and Securities PlanningProvincial and Federal Income Tax PlanningEstate Tax and Transfer Tax PlanningAsset Protection PlanningRetirement PlanningEstate PlanningFinancial planning and consulting

B.Comm. Hons, Commerce

Activities and Societies: Assistant Head Coach, Laurentian SwimmingCertified Financial Planner, 1996 Registered Financial Planner, 1999.

High School Diploma