David Yurich Email and Phone Number
David Yurich work email
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David Yurich personal email
David Yurich has been one of Sudbury’s financial planning leaders for over 25 years. He specializes in the FINANCIAL PLAN DESIGN, IMPLEMENTATION & WEALTH MANAGEMENT and SUCCESSION PLANNING STRATEGIES for all financial plans written for Sound Financial Strategies Inc. clients & David Yurich Wealth Management clients.WHY PLACE YOUR TRUST IN DAVE?* PROVEN track record of success with his long-established clients* PASSION, DRIVE & DETERMINATION to help his clients achieve success in their lives.* UNPARALLELED work ethic & integrity* IN DEPTH expertise and over 20 years in the financial planning industry DAVE'S EXPERTISE:* Investment Management* Retirement Planning* Tax Minimization Strategies* Wealth Accumulation* Risk Management* Health, Life, Disability and Critical Illness Insurance* Estate Planning, Wills & Trusts* Stock and SecuritiesDave is responsible for the FINANCIAL PLAN DESIGN, IMPLEMENTATION & PORTFOLIO MONITORING of ALL financial plans written for Sound Financial Strategies Inc clients. Many clients have benefited from his expertise, from recouping lost tax dollars; to ensuring long-term estate plans are implemented; to achieving the most from your Investment Portfolio.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. SCHEDULE a no-obligation financial strategy session with Dave today:EMAIL: david.yurich@holliswealth.comFOR MEETINGS:128 Pine Street, Suite 200Sudbury, ON P3C 1X3.Service Area: Sudbury, Timmins, North Bay, Manitoulin Island, Espanola, Barrie, Toronto, Kitchener/ Waterloo, Guelph, LondonTelephone: (705)522-1422Toll Free: 1-800-837-1670
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Estate And Tax Planning LeadInnova Wealth PartnersSudbury, On, Ca -
Director, Private Client Group, Holliswealth® A Division Of Industrial Alliance Securities Inc.David Yurich Wealth Management Mar 2015 - PresentDavid 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.
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Chartered Life UnderwriterSound Financial Strategies Inc. Jan 2009 - PresentSudburyThe 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.
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Co-Founder, Managing PartnerSound Financial Strategies Inc. Jul 1992 - PresentSudburyLOOKING 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
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Registered Financial PlannerSound Financial Strategies Inc. Jan 1999 - PresentSudburyDave 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.
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Certified Financial Planner Cfp®Sound Financial Strategies Inc. Jan 1996 - PresentSudbury, OnA 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
David Yurich Skills
David Yurich Education Details
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St Charles CollegeHigh School Diploma
Frequently Asked Questions about David Yurich
What company does David Yurich work for?
David Yurich works for Innova Wealth Partners
What is David Yurich's role at the current company?
David Yurich's current role is Estate and Tax Planning Lead.
What is David Yurich's email address?
David Yurich's email address is da****@****ndfs.ca
What schools did David Yurich attend?
David Yurich attended Laurentian University/université Laurentienne, St Charles College.
What are some of David Yurich's interests?
David Yurich has interest in Estate Planning, Past Board Member Of Inner City Home, Tax Minimization Strategies, Past Board Member Of United Way, Wealth Management Strategies, Retirement Planning, Financial Planning, Wealth Accumulation Strategies.
What skills is David Yurich known for?
David Yurich has skills like Investments, Strategic Financial Planning, Insurance, Strategic Planning, Financial Analysis, Customer Service, Financial Planning, Microsoft Office, Business Analysis, Microsoft Excel, Business Strategy, Banking.
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David Yurich
Sudbury, On1sound-financial-strategies.com -
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