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

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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Denise Chretien

Tel: 705.522.1422

Denise is a Client Relations Associate at Sound Financial Strategies bringing with her 30 years of office experience, 25 of which were in Group Benefits.

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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.