We provide our clients with financial peace of mind through strong relationships, specialized products, and comprehensive planning with an emphasis on financial education
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. 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.
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.
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.
888 Regent Street, Suite 208.
Sudbury, ON P3E 6C6
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