Welcome to the Innova Family

Big City Expertise, Small Town Service

Our Team

Jean-François Démoré

Jean-François Démoré

CIM, CFP, MBA, H.B. CCS

Partner

Investment Management Lead

Cliff B. Richardson

Cliff B. Richardson

CIM, CFP, H.B. Comm

Partner

Insurance & Advanced Planning Lead

Allain Labelle

Allain Labelle

CFP, CHS, CLU, TEP

Partner

Trust & Estate Planning Lead


Kelly Dussiaume

Kelly Dussiaume

HBA, BA, Technical Writing

Account Management Specialist

Chantal Romain

Chantal Romain

BSc. ND

Administrative Support

Laura Schmidt

Laura Schmidt

BA, B.Ed, CPA Candidate

Bookkeeper, Tax & Financial Planning Specialist

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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  +
Households Served
100  %
Referred by Friends or Family
99  %
Retention Rate

Our Services

FINANCIAL ADVICE

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RETIREMENT PLANNING

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TAX PLANNING & FILING

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MORTGAGES & LENDING

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BOOKKEEPING

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CASH FLOW ANALYSIS

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INSURANCE

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GROUP PLANS

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HEALTH BENEFIT PLANS

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Our Wealthcare Process

We start with a comprehensive 360º financial health check-up. Based on your results, we apply our unique Wealthcare financial planning approach to help you achieve your 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

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

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.

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

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 event the most complex financial developments and implement the strategies outlined in your comprehensive plan.

MONITOR, REPORT & REVIEW PROGRESS

We are built on transparency and the desire to serve your unique financial needs. We monitor your progress and provide you with updates and recommendations as needed, ensuring that you're always fully aware of what is happening with your money.

WHAT TO EXPECT DURING THE TRANSFER PROCESS

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HOW TO READ CLIENT STATEMENTS

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HOW TO ACCESS ONLINE STATEMENTS & FILES

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ONEHUB - FILE SHARING

FAQs

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Contact

As always, we would appreciate the opportunity to speak with you, so please do not hesitate to contact us using mail, email, telephone or fax at the addresses listed below.

*Please direct all calls, mail, faxes and questions to Kelly at the Sudbury office.

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TOLL-FREE

1-855-855-1213

FASCIMILE

1-855-855-1214

EMAIL

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© 2021. Innova Wealth Partners. All Rights Reserved.