We are your team of financial specialists for Investments, Insurance, Group Benefits, Pensions, and Estate Planning.
Greater Sudbury, Ontario
Our mission is to improve financial literacy in our community and provide our clients absolute peace of mind regarding their finances through better understanding of their financial decisions. As independent comprehensive financial generalists, we pride ourselves on providing holistic financial advice based on a thorough analysis of your entire financial profile, resulting in more personalized advice for our clients. Starting from the top, we analyze all assets and liabilities including mortgages and lines of credit, all forms of insurance including life and disability, income tax, budget, and health benefit plans to find inefficiencies in a person’s financial profile. Any savings we uncover can then be directed towards new financial opportunities. This holistic approach towards financial planning is conveyed to the client in an open, easy-to-understand setting. Education and teaching is truly the core of what distinguishes a good financial advisor and at Innova, this is the most important service we offer to clients.
On-site · Sudbury
Support financial advisors by preparing comprehensive financial plans, updating projections, and coordinating the implementation of recommendations. Manage client documentation and follow-ups to ensure a seamless and exceptional client experience.