Sound Financial Strategies provides practical financial advice and Sound Financial Strategies Inc. provides the most up to date and relevant financial planning and insurance advice. Sound Financial Strategies Inc.* is an independent, multi-faceted financial planning firm.
As a member of ADVOCIS (The Financial Advisors Association of Canada), the IAFP (Institute of Advanced Financial Planners), and the The Institute for Advanced Financial Education (The Institute), we have the expertise and knowledge required to assist you, your family, your partners or your company achieve financial success.Our firm provides sound, practical financial advice in an easy to understand format.
As a member of ADVOCIS (The Financial Advisors Association of Canada), the IAFP (Institute of Advanced Financial Planners), and the The Institute for Advanced Financial Education (The Institute), we have the expertise and knowledge required to assist you, your family, your partners or your company achieve financial success.Our firm provides sound, practical financial advice in an easy to understand format.
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Susan Nardi shares her core beliefs and knowledge with her clients to help them achieve their life goals. Her personal attention to each client and their family is a key factor towards their success. She believes that true financial planning takes a consistent long-term approach. Susan believes that "financial planning involves doing small things in a big way, everyday!"
Sound Financial Strategies provides practical financial advice and Sound Financial Strategies Inc. provides the most up to date and relevant financial planning and insurance advice. Sound Financial Strategies Inc.* is an independent, multi-faceted financial planning firm.
As a member of ADVOCIS (The Financial Advisors Association of Canada), the IAFP (Institute of Advanced Financial Planners), and the The Institute for Advanced Financial Education (The Institute) we offer complete solutions to all your investment, insurance, living benefits, tax, retirement, wealth and estate planning needs; either on a personal or on a corporate level.Each person and business has unique financial circumstances and goals.
As a member of ADVOCIS (The Financial Advisors Association of Canada), the IAFP (Institute of Advanced Financial Planners), and the The Institute for Advanced Financial Education (The Institute) we offer complete solutions to all your investment, insurance, living benefits, tax, retirement, wealth and estate planning needs; either on a personal or on a corporate level.Each person and business has unique financial circumstances and goals.
It's a brand new year. A year to make some concrete decisions about where you want to be personally and financially. In the financial planning industry we hear this all the time. Tax planning should be part of your overall financial strategy, and should be considered on an ongoing basis throughout the year.
Susan Nardi shares her core beliefs and knowledge with her clients to help them achieve their life goals. Her personal attention to each client and their family is a key factor towards their success. She believes that true financial planning takes a consistent long-term approach. Susan believes that "financial planning involves doing small things in a big way, everyday!"
David 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.
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