LOOKING AT THINGS FROM A DIFFERENT PERSPECTIVE GIVES YOU A BETTER PERSPECTIVE
David Yurich Wealth Management is a Sudbury financial planning company with a mission to provide independent asset and wealth management services for families across generations. The firm offers a diverse range of financial planning investments, tax minimization, mortgage*, securities and estate planning services. The firm provides service to clients in Sudbury, Timmins, North Bay, Manitoulin Island, Espanola, Barrie, Toronto, Kitchener/ Waterloo, Guelph and London. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. ™ Trademark of The Bank of Nova Scotia, used under license.
Our Financial Planning & Wealth Management Strategies:
- We uncover tax inefficiencies and design solutions to maximize your after tax rate of return.
- Construct truly diversified investment portfolios that limit volatility and maximize financial returns.
- Create retirement income solutions to help ensure you outlive your savings.
- Construct your life insurance strategy to be an investment, not just a legacy for the next generation.