Innova Wealth Partners is a financial advisory practice with our head office in Sudbury, Ontario. At Innova, we believe that a true financial advisor is one who dedicates their time to broadening their knowledge on all matters financial to help friends, family, and clients improve their financial literacy and make better financial decisions. As financial generalists, it is important for an advisor to be well versed in saving, borrowing, insurance, taxation, and business structures. This breadth of knowledge enables a good financial advisor to consider the entire financial picture of his or her client.
To improve financial literacy in our community and provide our clients with absolute financial peace of mind through a 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.
Securities products are offered by JF Demore through Innova Wealth Management. Innova Wealth Management is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). For more information on Innova Wealth Management, click here.
By addressing the entirety of one's financial picture, we can provide holistic recommendations that take into account every aspect of our clients' finances. At the core of a good relationship is a mutual understanding and respect that comes from listening to one another and working together to reach goals.
Our business model puts your interests first! As such, our fee structure is built on fee-for-service instead of commissions, which means that if your money grows then so does our compensation. Conversely, if your money decreases, then so too does our compensation. By aligning our interests together, we harmoniously optimize the potential of our partnership for all parties.
Our compensation structure is designed on the principles of transparency, where fees are clearly identified on statements, enhancing communication, and generating potential tax savings.
Understanding a client's entire financial picture prior to making recommendations is a pillar of the Innova process. Our professionals are well-versed in income tax, insurance, and investments, so that we can provide comprehensive solutions to address your specific needs. Understanding the particularities of your situation can only be achieved by listening attentively, keeping good notes, and asking the right questions. By doing so, we ensure that we have addressed all your financial planning needs and will continue to work with you as these needs evolve
We combine our work ethic, dedication to customer service, knowledge base, and creative approaches to fully address your needs, while striving to consistently deliver a client experience worthy of your confidence.
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
© 2022. Innova Wealth Partners. All Rights Reserved.