About Us
| David
Yurich Wealth Management is a financial planning firm centrally located in
Sudbury, 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 ( provided by referrals only), 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. David Yurich has been one of Sudbury’s financial planning
leaders for over 25 years. He specializes in the FINANCIAL PLAN DESIGN,
IMPLEMENTATION & WEALTH MANAGEMENT and SUCCESSION PLANNING STRATEGIES for
all financial plans written for Sound Financial Strategies’ & David
Yurich Wealth Management clients. David Yurich Wealth Management helps business owners, professionals and high net worth families build, preserve and transfer their wealth. His clients have benefited from his INSIGHTFUL EXPERTISE in recouping significant tax dollars; to the successful implementation of their long-term estate plans; to generating the highest returns in their financial investment portfolios. The RESULTS speak for themselves: happy, long-term clients who achieve their financial goals. In 2015, David Yurich was awarded the Trust and Estate Practitioner (TEP) designation. David, now joins a worldwide professional association for practitioners dealing with family inheritances and succession planning. Advising families across generations, is a key focal point of this new designation. |
