Sudbury Financial Planners | Schedule a Strategy Session

David Yurich

Tel: 705.522.1422

David Yurich has been one of Sudbury’s financial planning leaders for over 25 years. He specializes in the FINANCIAL PLAN DESIGN, IMPLEMENTATION

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Barbara Beausoleil

Barbara Beausoleil

Tel: 705.522.1422

Barbara brings 28 years of administrative experience, the past 12 years specifically in the Financial Services sector.

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Evan Gould

Tel: 705.522.1422

Evan Gould is the newest member of Sound Financial Strategies Inc.. Evan studied at Laurentian University and graduated in 2017 with a major in Biochemistry and a minor in Psychology. Evan recently completed both CSC, CPH and currently is registered with IIROC as an Associate Investment Advisor.

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Disclaimer

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor, David Yurich, can open accounts only in the provinces where they are registered.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.