Innova in Numbers

Our founding principle is to treat clients how we ourselves would like to be treated, leading to impressive growth fueled entirely by our clients’ enthusiastic recommendations of our services to friends and family. As a referral-only firm, we focus our efforts on your financial health rather than our own marketing plans.
300  M+
in Managed Assets



400  +
Househoulds Served
100  %
Referred by Friends or Family
99  %
Retention Rate
  • Thank you so much for taking the time to meet with us.  We really appreciate you sharing your knowledge and guidance.
    You have given us great value of information to follow so we can meet our retirement needs.  :)
    I really appreciate the cash flow analysis on income property as well.  You’ve made it so easy!

    Jo-Anne & Steph
  • "We are extremely impressed, thankful and surprised at how quickly you got things done regarding our affairs. You clearly meant it when you said “business as usual”.

    Your efficiency only confirms that we’ve made the right decision. We already feel more confident with our financial situation since you’ve enlightened us.

    We, as well, are looking forward to a long prosperous relationship together."

    Paul & Chantal, Timmins
  • "Thank-you for taking the time not only to create a structure for our complicated business, but to also explain to us how and why these components are in place.

    Renata and I appreciated this very much. We are both excited and grateful to be working with you not only in the short term, but more importantly in the long term! "

    Paul & Renata B. , Oakville, ON
  • "In today's world everyone is busy. We don't have time to do our income tax ahead of time and figure out how much RRSP room we have and how much we should contribute.

    J-F does all of this for us - all we do is discuss the strategy, sign the forms and J-F takes care of the rest. The tax savings have been incredible.

    We have recommended J-F to our friends and we are totally happy with what we've accomplished. It is unfortunate that we didn't get involved with him years ago."

    Ron & Monica, Sudbury
  • "Nous connaissons Jean-François depuis environ quatre ans maintenant et nous sommes extrêmement satisfaits de son travail.

    Il est professionnel, organisé et sympathique avec ses clients. Jean-François a même dévoué de son temps pour nous aider à réparer une erreur avec notre rapport d'impôts qui avais été commise avant qu'on se joigne à ses services.

    Nous avons que des éloges à faire envers Jean-François! Bravo!"

    Yvan et Angèle, Sudbury
  • "Thanks so much for taking the time and explaining things; I heard about debt ceiling and didn't have a clue, now I have some understanding.

    I'm happy you are looking after our investments I have all the confidence in you and that to me is priceless, so thank you.

    I remember you asking us what was most important to us at the beginning of our relationship and "Trust" is #1 to me."    

    Olimpia, Barrie
  • "J'ai choisis un nouvel aviseur financier il y a environ 6 ans et je ne regrette pas ma décision.  À l'écoute de mes besoins, Jean-François a taillé sur mesure un portfolio qui tient compte de mes projets à court et à long terme. Son service à la clientèle est de première classe!  Merci à toi et ton équipe!"

    A. Villleneuve
  • "Darren and I have never been as impressed with a financial advisor as much as we have been with you. You go above and beyond to make our life easier and to focus on what we are good at. We are so grateful for all you have done for us and our corporation and helping us save money in every possible way while increasing our profits in this trying time of political changes".

    Cindy & Darren Little
  • "Working with J-F has been an absolutely awesome experience!  His knowledge and expertise has benefited us in so many different areas including debt reduction, mortgage financing, investment growth options, pension transfers, insurance, benefit options and personal business.

    J-F has made our transition from the corporate field (20 years) to personal business ownership a stress free endeavour. His personal attention to detail has enabled us to maximize our growth while maintaining a strong plan for the future in all areas of our personal finances and business.

    We have built a relationship based on trust, honesty and integrity.  We look forward to having J-F as our “Financial Quarterback” for many years to come."

    Mike & Robin Dallaire, Barrie
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