Oct 02, 2024
Finding Balance in Retirement
Finding Balance in Retirement: Improve Your Retirement Outcome with Guardrails Retirement…
600
in Managed Assets
1000
Households Served
99
Retention Rate
Welcome to Innova Wealth Partners
We provide our clients with financial peace of mind through strong relationships, specialized products, and comprehensive planning with an emphasis on financial education
INVESTMENTS
Investment Management. Innova Wealth Partners is licensed to work with a wide range of products, including stocks, ETFs, mutual funds, bonds, and insurance products.
Cash Flow Analysis. Successful financial planning begins with a budget and cash flow analysis to identify inefficiencies in your current profile.
Mortgages & Lending. Interest payments may be the number one expense for many households. Through established referral agreements, we can help you secure a competitive rate.
INSURANCE
Insurance. We offer a wide range of products from all major insurance agencies in the country.
Group Plans. From Company Pension Plans to Health Benefit Plans, we can help you customize the plan that is best for your organization.
PLANNING
Retirement Planning. We identify the rate of return needed to meet your retirement goals. With an exhaustive risk assessment, a retirement plan becomes the foundation of your investment strategy.
Tax Planning. Our tax strategy focuses on generating, maximizing, and recycling tax credits each year to boost your financial potential.
Estate Planning. Estate planning is an important step in ensuring that your wealth is preserved and disbursed according to your wishes, as efficiently as possible.
UNDERSTAND YOUR NEEDS & GOALS
UNDERSTAND YOUR NEEDS & GOALS
Your Financial Life Cycle involves all stages of your life and is as unique to you as your fingerprint, so it’s important to work with an advisor who understands you and can ensure that your finances are managed with your particular needs in mind.
GATHER INFORMATION & ANALYZE DATA
GATHER INFORMATION & ANALYZE DATA
We take a holistic approach combined with industry-leading tools to address the entirety of your financial picture, allowing us to provide well-rounded recommendations and solutions designed specifically for you.
BUILD YOUR FINANCIAL PLAN
BUILD YOUR FINANCIAL PLAN
Innova Advisors create a plan with you. Our goal is to ensure that you understand your options and feel empowered to make the decisions that are right for you.
UNDERSTAND YOUR NEEDS & GOALS
UNDERSTAND YOUR NEEDS & GOALS
Your Financial Life Cycle involves all stages of your life and is as unique to you as your fingerprint, so it’s important to work with an advisor who understands you and can ensure that your finances are managed with your particular needs in mind.
GATHER INFORMATION & ANALYZE DATA
GATHER INFORMATION & ANALYZE DATA
We take a holistic approach combined with industry-leading tools to address the entirety of your financial picture, allowing us to provide well-rounded recommendations and solutions designed specifically for you.
BUILD YOUR FINANCIAL PLAN
BUILD YOUR FINANCIAL PLAN
Innova Advisors create a plan with you. Our goal is to ensure that you understand your options and feel empowered to make the decisions that are right for you.
IMPLEMENT FINANCIAL PLAN & STRATEGIES
IMPLEMENT FINANCIAL PLAN & STRATEGIES
In addition to the wealth management advice we provide, we work with a dedicated team of professional service providers. We tap into this pool as needed, to help you navigate even the most complex financial developments and implement the strategies outlined in your comprehensive plans.
DISCUSS & SUGGEST RECOMMENDATIONS
DISCUSS & SUGGEST RECOMMENDATIONS
Like a good family doctor, we get to know our clients intimately and understand their individual needs. We work with you to customize and tailor solutions that meet your goals.
DISCUSS & SUGGEST RECOMMENDATIONS
DISCUSS & SUGGEST RECOMMENDATIONS
Like a good family doctor, we get to know our clients intimately and understand their individual needs. We work with you to customize and tailor solutions that meet your goals.
IMPLEMENT FINANCIAL PLAN & STRATEGIES
IMPLEMENT FINANCIAL PLAN & STRATEGIES
In addition to the wealth management advice we provide, we work with a dedicated team of professional service providers. We tap into this pool as needed, to help you navigate even the most complex financial developments and implement the strategies outlined in your comprehensive plans.
Let's Meet!
At Innova Wealth Partners, our clients are like family
Get to know one of our advisors by booking a free discovery call. We look forward to meeting you!
CONTACT US
As always, we would appreciate the opportunity to speak with you, so please do not hesitate to contact us using mail, email or telephone at the addresses listed below.
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Kelly Dussiaume
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Brandy Gagne
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Sudbury Office
888 Regent Street, Suite 208.
Sudbury, ON P3E 6C6 -
Toll-Free
1-855-855-1213
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TOLL-FREE
1-855-855-1213 -
EMAILThis email address is being protected from spambots. You need JavaScript enabled to view it.
