dave_yurichDavid Yurich is the President and managing partner of Sound Financial Strategies Inc. David has an Honours Degree in Commerce from Laurentian University (1992) with a specialty in Investment and Finance. He is a CERTIFIED FINANCIAL PLANNER® practitioner. He also has been awarded the Registered Financial Planners (RFP) designation, which is the hallmark of Canadian Financial Planning designations. In 2009, David was also conferred with the Chartered Life Underwriter (CLU) designation, which is Canada’s premier wealth transfer and estate planning designation.

David has been involved in the Financial Services industry since 1991. He has held various executive positions as President of The Ontario Association of Financial Planners (OAFP), President of the Northern Ontario Chapter of the Canadian Association of Financial Planners CAFP, Board Member of the CAFP and Chapter Advisor Council Member of ADVOCIS.

He has lectured on Financial Planning at Cambrian College and Laurentian University in Sudbury.

David’s area of expertise includes retirement, tax, investment, insurance and estate planning, as well as being highly skilled in assisting people with disabilities. He is responsible for the creation, implementation and monitoring of overall modular and comprehensive financial plans written for Sound Financial Strategies’ clients. Many clients have benefited from his expertise, from recouping lost tax dollars; to ensuring long-term estate plans are implemented. 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. David received his Registered Financial Planner (RFP) status in 1998, a designation representing the highest professional accreditation available in Canada. David Yurich is also recognized for developing a presentation format called “Operation Debt load”, which is being used across Canada, as a tool in educating college and university students in money management.

In 2015, David was further awarded the Trust and Estate Practitioner (TEP) designation. David, now joins a worldwide professional association (19500 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. Schedule a strategy session →

Contact David

Email David

Tel: 705.522.1422

Connect with David: dy-linkedIn_icon
strategy-session-btn

EDUCATION

B.Comm., CFP®, RFP, CLU, TEP

AWARDS AND RECOGNITION

TRUST AND ESTATE PRACTITIONER (TEP)

MEMBER OF DISTINCTION (CAFP)

Financial & Wealth Management Expertise:

Chartered Life Underwriter

Registered Financial Planner

Certified Financial Planner®

TEP, Director Private Client Group, Senior Investment Advisor.

Co-Founder, Managing Partner

Sound Financial Strategies Inc.


David Yurich’s Awards & Recognition

TRUST AND ESTATE PRACTIONER (TEP)

The award is granted by the Society of Trust and Estate Practitioners, an elite international organization for Trust and Estate Professionals. David joins a group of highly skilled estate planning practitioners who develop strategies for family and business estate and succession planning.

MEMBER OF DISTINCTION

Canadian Association of Financial Planners (CAFP)

Awarded in 1999, by the Canadian Association of Financial Planners (CAFP), in recognition of David’s commitment and contribution to the personal financial planning profession.


Financial & Wealth Management Expertise:

Chartered Life Underwriter

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 does? The 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.

Registered Financial Planner

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.


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 Planning
  • Insurance Planning
  • Employee Benefits Planning
  • Investment and Securities Planning
  • Provincial and Federal Income Tax Planning
  • Estate Tax and Transfer Tax Planning
  • Asset Protection Planning
  • Retirement Planning
  • Estate Planning
  • Financial planning and consulting

Co-Founder, Managing Partner

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

David’s Other Interests:

  • Past President of The Ontario Association of Financial Planners (OAFP),
  • Past President of the Northern Ontario Chapter of the Canadian Association of Financial Planners CAFP,
  • Past Board Member of the CAFP Former Chapter Advisor Council Member for ADVOCIS,
  • Past Board Member of United Way,
  • Past Board Member of Inner City Home,
  • Past Board Member of MacLeod Public School Parent Council,
  • Financial Planning,
  • Wealth Accumulation Strategies,
  • Wealth Management Strategies,
  • Tax Minimization Strategies,
  • Estate Planning,
  • Retirement Planning.