Wealth Management Financial Planning Blog

January 25, 2017

2019 TFSA Contribution

Posted in: Financial Planning

Tags: 2017, Contribution, David Yurich, finance, financial planning, North bay, Sudbury, tax free savings account, TFSA, Timmins, Wealth Management

November 30, 2015

Lunch and Learn with Lori Moggy

On Wednesday November 25th, 2015 at 12:00 p.m., Lori Moggy came into our office for…

Posted in: Financial Planning

Tags: finance, financial planning, HQ Mortgages, Lori Moggy, North bay, reversed mortgages, Sudbury, Timmins, Wealth Management

November 10, 2015

Special Needs Disability & Financial Planning Webinar

Wednesday October 18th, 2015 at 8:00 p.m. EST, Mr. David Yurich facilitated a national webinar…

Posted in: Financial Planning

Tags: finance, financial planning, North bay, Special Needs Planning, Succession Planning, Sudbury, Timmins, Wealth Management

August 17, 2015

Interview ORPP – Thoughts, Insights, and Opinions with David Yurich and CBC’s Up North, Jason Turnbull

On Wednesday August 12th, 2015, Mr. David Yurich was contacted to provide thoughts, insights, and…

Posted in: Financial Planning

Tags: finance, financial planning, North bay, Sudbury, Wealth Management

February 27, 2015

Prestigious Trust and Practioner Designation Bestowed on David Yurich Wealth Management

Tuula Jalasjaa, Head of HollisWealth, a Scotiabank Company is pleased to announce that David Yurich,…

Posted in: Financial Planning

Tags: finance, financial planning, North bay, Succession Planning, Sudbury, Timmins, Wealth Management

February 27, 2015

What Could You do with Thousands Saved from a Strong Tax Strategy? Learn from us at Sound Financial Strategies Inc.

Click to listen how you could save thousands with a strong tax strategy from Sound…

Posted in: Financial Planning

Tags: finance, financial planning, North bay, Succession Planning, Sudbury, Timmins, Wealth Management

Disclaimer

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Insurance Products are provided by HollisWealth Insurance Agency Ltd. This information has been prepared by David Yurich Wealth Management for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion if iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. David Yurich can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. David Yurich Wealth Management is a personal Trade name of David Yurich.