David Yurich Email
Estate and Tax Planning Lead @ Innova Wealth Partners
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David Yurich Location
- Sudbury, ON, CA
David Yurich Work
- 2023 -now Estate and Tax Planning Lead @
- 1992 -now Co-Founder, Managing Partner @ Sound Financial Strategies Inc.
- 2015 -2023 Director, Private Client Group, HollisWealth® a Division of Industrial Alliance Securities Inc. @ David Yurich Wealth Management
David Yurich Education
- Laurentian University/Université Laurentienne
B.Comm. Hons (Commerce)
1988-1992 - St. Charles College
High School Diploma
1984-1988
David Yurich Skills
- Strategic Financial Planning
- Investments
- Insurance
- Financial Analysis
- Customer Service
- Strategic Planning
- Microsoft Office
- Business Analysis
- Microsoft Excel
- Business Strategy
- Banking
- Risk Management
- Wealth
- Estate Planning
- Retirement
- Wealth Management
- Financial Risk Management
- Financial Management Services
- Financial Planning
- Sales
- Business Development
- Marketing
- Project Management
David Yurich Summary
- David Yurich, based in Sudbury, ON, CA, is currently a Estate and Tax Planning Lead at Innova Wealth Partners. David Yurich brings experience from previous roles at Sound Financial Strategies Inc. and David Yurich Wealth Management. David Yurich holds a 1988 - 1992 B.Comm. Hons in Commerce @ Laurentian University/Université Laurentienne. With a robust skill set that includes Strategic Financial Planning, Investments, Insurance, Financial Analysis, Customer Service and more. David Yurich has 1 emails on RocketReach.
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Sudbury, ON, CA
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