Our Team

quote

“The strongest structures are built
from the best foundations.”

 

 

Partner, Investment Management Lead

CFP, CIM, MBA, HB CCS

After earning an Honours Bachelor’s degree in Commerce and Computer Science (HBCCS) as well as completing the Canadian Securities and the Professional Financial Planning courses with the Canadian Securities Institute, J-F began his career in the financial services industry in 2005. Under the mentorship of a successful advisor, he learned the importance of preserving capital in down-markets and factoring taxes into all investment decisions.

In an attempt to better understand the markets following the 2008 financial crisis, J-F completed a Master's in Business Administration degree authoring a thesis on Tactical Asset Allocation in 2010. Recognizing his achievements, he was offered a teaching position at Laurentian University where he lectured in 2011. Furthering his education, he completed the Canadian Insurance Course in 2011 and earned his Certified Financial Planner (CFP) designation in 2012, the the industry’s gold standard in financial competence, knowledge and professionalism.

It was at this time that Innova Wealth was born. With the goal of providing comprehensive advice on all financial matters, J-F broadened the service offerings to include retirement planning, income tax preparation, mortgages and insurance. A true believer in 360 degree financial advice, all the pieces were now in place for the business to grow.

As the investment needs of his clients grew in complexity, J-F responded by transitioning the business to include full-service securities management and became a Chartered Investment Management (CIM) in 2016. That same year, he published his first book 'Divide & Conquer' a financial blueprint for entrepreneurs.

An avid traveler, J-F loves to learn more about the world and share his experiences. He published several travel columns as the 'Northern Nomad' for a local newspaper, the Northern Life. 

Jean-François Démoré

Jean-François Démoré

Jean-François Démoré

Jean-François Démoré

 

 

Partner, Investment Management Lead

CFP, CIM, MBA, HB CCS

After earning an Honours Bachelor’s degree in Commerce and Computer Science (HBCCS) as well as completing the Canadian Securities and the Professional Financial Planning courses with the Canadian Securities Institute, J-F began his career in the financial services industry in 2005. Under the mentorship of a successful advisor, he learned the importance of preserving capital in down-markets and factoring taxes into all investment decisions.

In an attempt to better understand the markets following the 2008 financial crisis, J-F completed a Master's in Business Administration degree authoring a thesis on Tactical Asset Allocation in 2010. Recognizing his achievements, he was offered a teaching position at Laurentian University where he lectured in 2011. Furthering his education, he completed the Canadian Insurance Course in 2011 and earned his Certified Financial Planner (CFP) designation in 2012, the the industry’s gold standard in financial competence, knowledge and professionalism.

It was at this time that Innova Wealth was born. With the goal of providing comprehensive advice on all financial matters, J-F broadened the service offerings to include retirement planning, income tax preparation, mortgages and insurance. A true believer in 360 degree financial advice, all the pieces were now in place for the business to grow.

As the investment needs of his clients grew in complexity, J-F responded by transitioning the business to include full-service securities management and became a Chartered Investment Management (CIM) in 2016. That same year, he published his first book 'Divide & Conquer' a financial blueprint for entrepreneurs.

An avid traveler, J-F loves to learn more about the world and share his experiences. He published several travel columns as the 'Northern Nomad' for a local newspaper, the Northern Life. 

Cliff B. Richardson

Cliff B. Richardson

 

 

Partner, Insurance and Advanced Planning Lead

H.B. Comm., CIM®, CFP®

Helping clients achieve their financial peace of mind and simplify their already complex lives are just a few of Cliff’s passions.

A lifelong native of Sudbury, ON, for the past over decade Cliff has been advising clients on a wide spectrum of financial issues and strategies. Since 2008 he has held the sought-after Certified Financial Planner designation, the industry’s gold standard in financial competence, knowledge and professionalism. He also holds the Chartered Investment Manager designation which allows him the rare distinction of acting as both a registered Portfolio Manager but also as a true fiduciary of his clients’ best interests.

A specialist in tax effective debt repayment, wealth accumulation, and insurance strategies, Cliff works primarily with affluent business owners, professionals, and families helping their money work harder for them. When not working with clients, Cliff can be found either spending time with his wife and children, enjoying a round of golf or game of tennis with friends, or volunteering in his community.

Portfolio Manager - Innova Wealth Management of ACPI

 

 

Mortgage and Lending Specialist, Group Plan Administrator

Mortgage Agent, Business Administration Diploma

After completing the Business Administration Program at Georgian College in 1996, Tanya began her career in the financial services industry. Her experience in Mutual Funds and Life Insurance enables her to efficiently execute and troubleshoot the complex issues often associated with our business. Tanya joined our team bringing with her a wealth of knowledge that she gained working with Matt Houghton at WealthLogix. 

In 2015, Tanya completed her mortgage license with the Independent Mortgage Broker Association. A few years later, she went on to complete her Canadian Security Courses. Tanya enjoys working closely with clients and assisting them with any questions or concerns they may have, so please do not hesitate to contact her at our Barrie office.

Tanya Edwards

Tanya Edwards

Tanya Edwards

Tanya Edwards

 

 

Mortgage and Lending Specialist, Group Plan Administrator

Mortgage Agent, Business Administration Diploma

After completing the Business Administration Program at Georgian College in 1996, Tanya began her career in the financial services industry. Her experience in Mutual Funds and Life Insurance enables her to efficiently execute and troubleshoot the complex issues often associated with our business. Tanya joined our team bringing with her a wealth of knowledge that she gained working with Matt Houghton at WealthLogix. 

In 2015, Tanya completed her mortgage license with the Independent Mortgage Broker Association. A few years later, she went on to complete her Canadian Security Courses. Tanya enjoys working closely with clients and assisting them with any questions or concerns they may have, so please do not hesitate to contact her at our Barrie office.

Kelly Dussiaume

Kelly Dussiaume

 

 

 

Processing Specialist and Bookkeeper

HBA, BA, Technical Writing

Following her graduation from McMaster University in 2008, Kelly gained experience in Accounts Payable and Receivable while working in the Toronto area. Since then, she broadened her skill-set with a Certificate in Technical Communication to accompany her background in Bookkeeping and Accounting.

After returning to Sudbury, Kelly joined the Innova Wealth team where she enjoys using her strong math skills and love of numbers. Most recently, Kelly completed the Canadian Securities Courses and is pleased to share her increased expertise with our clients.

Kelly enjoys the dynamic environment of Innova Wealth and being part of the close-knit family of colleagues and clients. She is responsible for all client support in French and English, processing, bookkeeping, and managing the Sudbury location.

 

 

Income Tax Specialist

CPA, CA, HB Comm

Stephanie knew from a young age that she wanted to be an accountant. Beginning with her first course in high school, finance was a new language for Stephanie that unlocked a unique understanding of the world and launched her passion for accounting.

Many years later, Stephanie reached her goal and graduated from Laurentian University with an Honours Bachelor of Commerce (cum laude). She began her career in the Accounting Department at Science North and then transitioned to a Sudbury accounting firm, Collins Barrow. In her role as Senior Accountant, Stephanie’s appetite for education led her to complete her Chartered Professional Accountant (CPA) designation, as well as the CPA In-Depth Tax course.

After seven years of working in the public practice, Stephanie decided to share her passion for accounting and education and became a teacher. She is currently a full-time professor at Cambrian College’s School of Business. When she isn’t teaching, Stephanie continues to consult with a variety of clients and keeps up to date with the latest changes in tax law. She enjoys the family atmosphere at Innova Wealth and our focus on our clients and their families’ best interests.

Stephanie Hall

Stephanie Hall

Stephanie Hall

Stephanie Hall

 

 

Income Tax Specialist

CPA, CA, HB Comm

Stephanie knew from a young age that she wanted to be an accountant. Beginning with her first course in high school, finance was a new language for Stephanie that unlocked a unique understanding of the world and launched her passion for accounting.

Many years later, Stephanie reached her goal and graduated from Laurentian University with an Honours Bachelor of Commerce (cum laude). She began her career in the Accounting Department at Science North and then transitioned to a Sudbury accounting firm, Collins Barrow. In her role as Senior Accountant, Stephanie’s appetite for education led her to complete her Chartered Professional Accountant (CPA) designation, as well as the CPA In-Depth Tax course.

After seven years of working in the public practice, Stephanie decided to share her passion for accounting and education and became a teacher. She is currently a full-time professor at Cambrian College’s School of Business. When she isn’t teaching, Stephanie continues to consult with a variety of clients and keeps up to date with the latest changes in tax law. She enjoys the family atmosphere at Innova Wealth and our focus on our clients and their families’ best interests.

Chantal Romain

Kelly Dussiaume

 

 

 

Administrative Support

BSc. ND

Having completed her Bachelor of Sciences and studies in Naturopathic Medicine, Chantal is a licensed Naturopathic Doctor with ample experience as an entrepreneur in the medical field. As a business owner, she acquired organizational skills as well as bookkeeping and income tax knowledge. In addition, she has over a decade of experience working with financial firms in an administrative role, half of which has been spent within Innova Wealth Partners.

Chantal continues to provide administrative support on an on-going basis while also practicing naturopathic medicine with clients out of a local clinic based in Sudbury.

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.