AeroLeads people directory · profile
David Yurich Email & Phone Number
Estate and Tax Planning Lead
at
Innova Wealth Partners
1 work email found
@soundfs.ca
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Estate and Tax Planning Lead
Location
Sudbury, Ontario, Canada
Company size
Who is David Yurich? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Yurich is listed as Estate and Tax Planning Lead at Innova Wealth Partners, a company with 22 employees, based in Sudbury, Ontario, Canada. AeroLeads shows a work email signal at soundfs.ca and a matched LinkedIn profile for David Yurich.
David Yurich previously worked as Director, Private Client Group, HollisWealth® a Division of Industrial Alliance Securities Inc. at David Yurich Wealth Management and Chartered Life Underwriter at Sound Financial Strategies Inc.. David Yurich holds B.Comm. Hons, Commerce from Laurentian University/Université Laurentienne.
Company email context
Email format at Innova Wealth Partners
This section adds company-level context without repeating David Yurich's masked contact details.
*@soundfs.ca
68% confidence
AeroLeads found 1 current-domain work email signal for David Yurich. Compare company email patterns before reaching out.
Profile bio
About David Yurich
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
Listed skills include Investments, Strategic Financial Planning, Insurance, Strategic Planning, and 15 others.
Current workplace
David Yurich's current company
Company context helps verify the profile and gives searchers a useful next step.
Innova Wealth Partners
6 roles
David Yurich work experience
A career timeline built from the work history available for this profile.
Director, Private Client Group, Holliswealth® A Division Of Industrial Alliance Securities Inc.
Current
David Yurich Wealth Management
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.
Mar 2015 - Present
Chartered Life Underwriter
Current
Sound Financial Strategies Inc.
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.
Jan 2009 - Present
Co-Founder, Managing Partner
Current
Sound Financial Strategies Inc.
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.
Jul 1992 - Present
Registered Financial Planner
Current
Sound Financial Strategies Inc.
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.
Jan 1999 - Present
Certified Financial Planner Cfp®
Current
Sound Financial Strategies Inc.
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.
Jan 1996 - Present
2 education records
David Yurich education
B.Comm. Hons, Commerce
High School Diploma
St Charles College
FAQ
Frequently asked questions about David Yurich
Quick answers generated from the profile data available on this page.
What company does David Yurich work for?
David Yurich works for Innova Wealth Partners.
What is David Yurich's role at Innova Wealth Partners?
David Yurich is listed as Estate and Tax Planning Lead at Innova Wealth Partners.
What is David Yurich's email address?
AeroLeads has found 1 work email signal at @soundfs.ca for David Yurich at Innova Wealth Partners.
Where is David Yurich based?
David Yurich is based in Sudbury, Ontario, Canada while working with Innova Wealth Partners.
What companies has David Yurich worked for?
David Yurich has worked for Innova Wealth Partners, David Yurich Wealth Management, and Sound Financial Strategies Inc..
How can I contact David Yurich?
You can use AeroLeads to view verified contact signals for David Yurich at Innova Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did David Yurich attend?
David Yurich holds B.Comm. Hons, Commerce from Laurentian University/Université Laurentienne.
What skills is David Yurich known for?
David Yurich is listed with skills including Investments, Strategic Financial Planning, Insurance, Strategic Planning, Financial Analysis, Customer Service, Financial Planning, and Microsoft Office.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the David Yurich you were looking for.
David Yurich
1 email domain