Facebook-f Instagram

About Us

You Are Here:
Home
/
About Us
Home
/
About Us

WHY  CHOOSE US?

Sound Wealth financial is a family owned firmed 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.

head-1

Kaila Stevenson

Financial Security Advisor
head-2

Kelly Everest

Financial Security Advisor

OUR ADVANTAGES

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?

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

OUR TEAM

head-1

Kaila Stevenson

Financial Security Advisor

705-774-1447

kaila@soundwealthfinancial.ca

Lauren Graziotto

Marking Associate

705-774-4051

admin@soundwealthfinancial.ca
head-2

Kelly Everest

Financial Security Advisor

705-746-7532

kelly@soundwealthfinancial.ca

Susan Tait

Marking Associate

705 746 7532

susan@soundwealthfinancial.ca