FINANCIAL  FREEDOM

Helping hardworking people and business owners take control of their money, invest confidently & achieve their financial goals. 

FINANCIAL  FREEDOM

Helping hardworking people and business owners take control of their money, invest confidently & achieve their financial goals. 

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10 William Steet, Parry Sound ON P2A 1V1

We can help you with services like Retirement Planning, Investment Tax Minimization, Estate Planning and Portfolio Analysis.

SERVICES

We offer many products like Mutual Funds, GIC’s, Segregated funds, Disability Insurance, Life Insurance, and Critical Illness Insurance.

PRODUCTS

If you need assistance planning your investments with Tax Free Savings Accounts, RRSPs, RDSPs, RESPs, we are here to help.

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    successful cases

    Kaila is full of passion, knowledge and a genuine interest in ensuring that her clients are getting the best information and services. Her dedication to her clients definitely sets her apart from other advisors and I would highly recommend her to anyone looking for a Financial Advisor.
    Danielle
    We are so happy to have found Kaila as our financial advisor. She is dedicated, knowledgeable, hard working and trustworthy. All great qualities we were looking for in a financial advisor.She answered all of our questions and concerns with expert knowledge and advice. Her king and caring personality shines through as she goes the extra mile for her clients. We highly recommend Kaila Stevenson if you are looking for a great financial advisor.
    Brent & Katie
    I would like to thank Kaila Stevenson @ Sound Wealth Financial for her support and her knowledge of the financial world. I was thrown into the unknown when my husband passed away and I had to find help with my finances and my future. I set up an appointment with Kaila and she explained the financial world to me. Kaila made me very comfortable with keeping me up to date with monthly statements and phone calls. I have all the faith in the world with Kaila.
    Karen
    We have been clients of Kelly since 2010 and while the market may have let us down periodically , Kelly never has. She’s available, answers your calls promptly and demonstrates great patience in answering questions that we probably have asked more than once before!
    Sue and Bill