David Yurich Wealth Management

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David Yurich Wealth Management is a financial planning firm centrally located in Sudbury, with a mission to provide independent asset and wealth management services for families across generations. The firm offers a diverse range of financial planning investments, tax minimization, mortgage (provided by referrals only), securities and estate planning services. The firm provides service to clients in Sudbury, Timmins, North Bay, Manitoulin Island, Espanola, Barrie, Toronto, Kitchener/ Waterloo, Guelph and London. David Yurich has been one of Sudbury’s financial planning leaders for over 25 years. He specializes in the FINANCIAL PLAN DESIGN, IMPLEMENTATION & WEALTH MANAGEMENT and SUCCESSION PLANNING STRATEGIES for all financial plans written for Sound Financial Strategies.


128 Pine Street
Suite 200
Sudbury,  ON
P3C 1X3

(705) 522-1422 (Voice)



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Keywords

Keywords: Financial Planner, Wealth Management, Pension Rollover, Tax Minimization, Succession Planning, Stock Broker Sudbury, Sudbury, Timmins, North Bay, Manitoulin Island, Toronto
Primary category: Investment Advice (52393)
Secondary category: Portfolio Management (52392)
Number of employees: 1 to 4