Company Description

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 an Independent Organization our firm has the necessary scope and resources needed to ensure your goals become a reality.

HollisWealth is a trade name of HollisWealth Advisory Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through HollisWealth Advisory Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ® Registered trademark of The Bank of Nova Scotia, used under license.

Sound Financial Strategies is a personal trade name of David Yurich.

Products & Services

RRSP / RRIF / RESP / RDSP ,   Disability Insurance * ,   Annuities * ,   Financial planning ,   Insurance advice ,   Life Insurance * ,   Mutual fund products ,   GIC’s ,   Insurance products ,   Travel Insurance * ,   Critical Illness Insurance * ,   Segregated Funds * ,   Mutual Funds