About Innova Wealth Partners
Reviews for Innova Wealth Partners
Write a reviewHours
Monday: 9:30AM - 5PM
Tuesday: 9:30AM - 5PM
Wednesday: 9:30AM - 5PM
Thursday: 9:30AM - 5PM
Friday: 9:30AM - 5PM
Saturday: ClosedSunday: Closed
Innova Wealth Partners is an independent financial advisory firm with offices in Sudbury and Barrie, and meeting locations in Toronto and Oakville, Canada. They offer a range of services, including investment management, tax planning, risk management, budgeting, retirement planning, and advisory services. What sets Innova Wealth Partners apart in the often impersonal field of financial planning is their personalized approach. They take the time to understand each client's entire financial profile and work with them to determine the best solution. The added value of Innova's tax planning services, mortgage advice, and overall personal touch cannot be overstated. Clients appreciate that Innova encourages them to take an active role in their investments and takes the time to educate them, ensuring they have a deep understanding of the decisions being made. The level of dedication to financial literacy and profit growth is evident in the positive experiences of clients. The team at Innova Wealth Partners is commended for their holistic financial experience, people skills, and the confidence they inspire in their clients. They truly have their clients' best interests at heart, making them a trusted partner in any financial journey.
I’ve switched all my dealings from other places and now dealing with Innova and VERY happy I did so. We switched my entire family over. Cliff has been absolutely amazing and a wealth of knowledge. The entire team is fantastic and they make it very clear our best interests are in mind.
We just finished up a complicated refinance with Caleb as well, and he was AMAZING! He was extremely patient with our process and guided us every step of the way. Highly knowledgeable, highly
motivated, and extremely awesome to deal with.
Highly recommend the Innova team!
I worked with Caleb O'Connor on my mortgage, and my situation was far from straightforward. I needed a unique funding structure that involved placing a new mortgage on my home while also securing business financing to purchase my practice. It was a complex and highly customized scenario, and Caleb handled it with professionalism, knowledge, and confidence.
Caleb came highly recommended, and he absolutely lived up to, and exceeded those expectations. He is extremely knowledgeable, responsive, and thorough, and he took the time to explain options, anticipate challenges, and guide me through each step of the process.
I also want to recognize Cliff Richardson, who has...read full review
Having Tyler Gliebe as my financial advisor has been very satisfying. Our regular meetings via Zoom prove beneficial. Tyler will take the time to explain various scenarios and demonstrate advantages as well as disadvantages in certain situations. He is always making me aware of Innova products that would be helpful to me. I look forward to continuing this client relationship with Tyler.