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 recommendation of our services to their friends, colleagues, and family. As a referral-only firm, we focus our efforts on your financial health instead of marketing initiatives so that growth is fuelled solely by customer satisfaction.
Innova Wealth Partners is a financial advisory practice with offices in Sudbury and Barrie, 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.
Branching from RJMwealth, Innova Wealth Advisors was founded in 2011 by Jean-François Démoré with the intention of providing its clientele with big city expertise and small town service. Although the physical offices are located in Sudbury and in Barrie, J-F meets with clients across the Greater Toronto Area on evenings and weekends to address their financial needs. Innova Wealth believes in building long-lasting relationships with its clientele as the financial planning process is an on-going one.
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