WHY CHOOSE US?
Sound Wealth financial is a family owned firm located in Parry Sound Ontario. Our goal for Sound Wealth is to empower our clients, whether that be single client, family or business owner to pursue their financial dreams. It’s important to our firm that our clients feel informed and knowledgeable about their financial decisions and that both they and their family will be cared for. Every client has different views of what a financial freedom is to them and at Sound Wealth we offer personalized service for every client. Come experience a firm that only has your best interests in mind and is dedicated to achieving your financial goals and protection.
Trusted, Knowledgeable Advice to meet all your financial Goals.
Finances can be a sensitive topic for some people and that is why it’s important that we build trust and communication early on in our meetings. We take the time early on in our meetings to ensure you are comfortable and informed on the future of our financial journey.
A comprehensive Plan
Together with your goals, budget, and timeline in mind, we will create a comprehensive plan to ensure we meet all your financial goals. This process will not happen at all once as it may take many years to achieve, but this is something we do together as financial advisor and client.
Support for all stages of life.
We take great pride in being there for our clients from first meeting until the estate part of life. From a 1-week-old baby getting their first Registered Education Savings Plan to a grieving family who leans on you for comfort, knowledge, and support. We feel very proud of the relationships we have built with our clients and the peace of mind we can provide at all stages of life.
WHAT OUR CLIENTS SAY?
705 746 7532