600
in Managed Assets
1000
Households Served
99
Retention Rate
We provide our clients with financial peace of mind through strong relationships, specialized products, and comprehensive planning with an emphasis on financial education
Trusted Financial Advisors in Sudbury
OUR SERVICES
INVESTMENTS
Investment Management. Innova Wealth Partners is licensed to work with a wide range of products, including stocks, ETFs, mutual funds, bonds, and insurance products.
Cash Flow Analysis. Successful financial planning begins with a budget and cash flow analysis to identify inefficiencies in your current profile.
Mortgages & Lending. Interest payments may be the number one expense for many households. Through established referral agreements, we can help you secure a competitive rate.
INSURANCE
Insurance. We offer a wide range of products from all major insurance agencies in the country.
Group Plans. From Company Pension Plans to Health Benefit Plans, we can help you customize the plan that is best for your organization.
PLANNING
Retirement Planning. We identify the rate of return needed to meet your retirement goals. With an exhaustive risk assessment, a retirement plan becomes the foundation of your investment strategy.
Tax Planning. Our tax strategy focuses on generating, maximizing, and recycling tax credits each year to boost your financial potential.
Estate Planning. Estate planning is an important step in ensuring that your wealth is preserved and disbursed according to your wishes, as efficiently as possible.
Our Wealthcare Process
UNDERSTAND YOUR NEEDS & GOALS
UNDERSTAND YOUR NEEDS & GOALS
GATHER INFORMATION & ANALYZE DATA
GATHER INFORMATION & ANALYZE DATA
BUILD YOUR FINANCIAL PLAN
BUILD YOUR FINANCIAL PLAN
UNDERSTAND YOUR NEEDS & GOALS
UNDERSTAND YOUR NEEDS & GOALS
GATHER INFORMATION & ANALYZE DATA
GATHER INFORMATION & ANALYZE DATA
BUILD YOUR FINANCIAL PLAN
BUILD YOUR FINANCIAL PLAN
IMPLEMENT FINANCIAL PLAN & STRATEGIES
IMPLEMENT FINANCIAL PLAN & STRATEGIES
DISCUSS & SUGGEST RECOMMENDATIONS
DISCUSS & SUGGEST RECOMMENDATIONS
DISCUSS & SUGGEST RECOMMENDATIONS
DISCUSS & SUGGEST RECOMMENDATIONS
IMPLEMENT FINANCIAL PLAN & STRATEGIES
IMPLEMENT FINANCIAL PLAN & STRATEGIES
Let's Meet!
At Innova Wealth Partners, our clients are like family
CONTACT US
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.
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Kelly Dussiaume
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Brandy Gagne
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Sudbury Office
888 Regent Street, Suite 208.
Sudbury, ON P3E 6C6 -
Toll-Free
1-855-855-1213
INNOVA MARKET INSIGHTS
Finding Balance in Retirement
The Canadian National Pharmacare Act – What Employers Should Know?
Are Bonds Worth It?
A Year of Momentous Change
The Benefits of Critical Illness Insurance
The Evolution of Private and Public Markets
Innova Grows
Banks, Busts and Bear Markets
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TOLL-FREE
1-855-855-1213 -
EMAIL
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