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Our Mission To Holistic Financial Planning


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.

Our Approach to Financial Planning


At Innova, we believe financial planning should be a holistic process that considers every aspect of your financial life. Our approach begins with a deep understanding of your unique financial situation, followed by a collaborative effort to determine the best solution for you. We take the time to learn about your motivations, fears, and goals, using this information to craft a personalized financial plan that aligns with your vision for the future. Our team of experienced financial advisors is committed to providing expert guidance and support at every step. By focusing on your entire financial picture, we ensure your comprehensive plan that is tailored to your specific needs.

We consider education to be at the heart of exceptional financial advising, and our commitment to simplifying the complexities of financial and retirement planning is what sets us apart as holistic financial planners.

For more information on the services we provide and our team, please peruse this website or contact us directly as we would love the chance to speak with you!

What is Holistic Financial Planning?


Holistic financial planning is a comprehensive approach to managing your financial life. Unlike traditional financial planning, which often focuses on specific financial products or investments, holistic financial planning takes a big-picture view of your entire financial situation. This approach considers all aspects of your personal circumstances and financial position to identify actions that will help you achieve your future goals. By aligning your financial plans with your personal values, goals, and aspirations, holistic financial planning ensures that every financial decision supports your overall well-being.

By ensuring that every aspect of our clients' financial foundation is strong, we can build towards a secure future and peace of mind.

Our Services

Income Tax Planning & Filing

Risk Management & Insurance

Retirement & Cash Flow Planning

Financial & Consultation Services

Our approach of understanding a client's entire financial profile, then working with them to determine the best solution has lead to our success. For more information on the services we provide and our team, please peruse this website or contact us directly as we would love the chance to speak with you!

Sincerely,

 

Jean-François Démoré
President & CEO - Innova Wealth