Reviews for Innova Wealth Partners

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  • Dec 2022

    In what seems to be a very saturated and impersonal field, JF and the Innova team go above and beyond! The added value of Innova's tax planning services, mortgage advice, and overall personal touch cannot be overstated. It's not often that financial planning service providers encourage taking an active role in one's investments. JF and team not only do this, but also take the time to educate their clients, ensuring there is an in depth understanding of the decisions being made. We have the upmost confidence that Innova Wealth Partners have our best interest at heart.

  • Dec 2022

    In what seems to be a very saturated and impersonal field, JF and the Innova team go above and beyond! The added value of Innova's tax planning services, mortgage advice, and overall personal touch cannot be overstated.It's not often that financial planning service providers encourage taking an active role in one's investments. JF and team not only do this, but also take the time to educate their clients, ensuring there is an in depth understanding of the decisions being made.We have the upmost confidence that Innova Wealth Partners have our best interest at heart.

  • Dec 2022

    I could not be more grateful for the holistic financial experience I have been given through my partnership with Innova Wealth. The people, dedication to financial literacy and profit growth have made choosing Innova wealth in my financial journey an easy one!

From Innova Wealth Partners

Innova Wealth is an independent financial advisory firm with offices in Sudbury and Barrie and meeting locations in Toronto and Oakville, Ontario, Canada. As comprehensive financial generalists, we pride ourselves on providing holistic financial advice following a thorough analysis of your entire financial profile, resulting in more appropriate advice. Our services include the following: - Investment Management - Income Tax Planning & Preparation - Risk Management & Insurance Sales - Budgeting & Retirement Planning - Advisory and Consultation Services on all matters of personal finance Our approach of understanding a clients entire financial profile, then working with them to determine the best solution has lead to our success.

Hours

Monday: 9:30AM - 5PM
Tuesday: 9:30AM - 5PM
Wednesday: 9:30AM - 5PM
Thursday: 9:30AM - 5PM
Friday: 9:30AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 4.9/5

Innova Wealth Partners

888 Regent St Suite 208, Sudbury

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