128 Pine Street, Suite 200, Sudbury, ON P3C 1X3
David Yurich Wealth Management, Sudbury, ON
David Yurich Wealth Management
Opening Hours
Closed now, Opens in 16 hours
| Sunday | Closed |
| Monday | 8:30 a.m. - 5:00 p.m. |
| Tuesday | 8:30 a.m. - 5:00 p.m. |
| Wednesday | 8:30 a.m. - 5:00 p.m. |
| Thursday | 8:30 a.m. - 5:00 p.m. |
| Friday | 8:30 a.m. - 4:30 p.m. |
| Saturday | Closed |
updated on 2/17/2025
Opening Hours
Closed now, Opens in 16 hours
| Sunday | Closed |
| Monday | 8:30 a.m. - 5:00 p.m. |
| Tuesday | 8:30 a.m. - 5:00 p.m. |
| Wednesday | 8:30 a.m. - 5:00 p.m. |
| Thursday | 8:30 a.m. - 5:00 p.m. |
| Friday | 8:30 a.m. - 4:30 p.m. |
| Saturday | Closed |
Reviews
Be the first to write a review for David Yurich Wealth Management!
Share your experience!
Description
David Yurich Wealth Management is a financial planning firm centrally located in Sudbury, with a mission to provide independent asset and wealth management services for families across generations. The firm offers a diverse range of financial planning investments, tax minimization, mortgage ( provided by referrals only), securities and estate planning services. The firm provides service to clients in Sudbury, Timmins, North Bay, Manitoulin Island, Espanola, Barrie, Toronto, Kitchener/ Waterloo, Guelph and London. David Yurich has been one of Sudbury’s financial planning leaders for over 25 years. He specializes in the FINANCIAL PLAN DESIGN, IMPLEMENTATION & WEALTH MANAGEMENT and SUCCESSION PLANNING STRATEGIES for all financial plans written for Sound Financial Strategies’ & David Yurich Wealth Management clients.
Company description
David Yurich Wealth Management helps business owners, professionals and high net worth families build, preserve and transfer their wealth. His clients have benefited from his INSIGHTFUL EXPERTISE in recouping significant tax dollars; to the successful implementation of their long-term estate plans; to generating the highest returns in their financial investment portfolios. The RESULTS speak for themselves: happy, long-term clients who achieve their financial goals. In 2015, David Yurich was awarded the Trust and Estate Practitioner (TEP) designation. David, now joins a worldwide professional association for practitioners dealing with family inheritances and succession planning. Advising families across generations, is a key focal point of this new designation."
Categories & Keywords
- Wealth Management
- Financial Planners
Gallery
Cylex Listings Bulk Upload
Need to get multiple business profiles online fast? Cylex’s bulk upload lets you publish listings in just a few clicks—ideal for directories, agencies, and multi-location businesses. Save time and scale your visibility efficiently for only $2.00 per listing per year (excl. taxes).
Cylex Premium Entry
Boost your local SEO with top search placement, a highlighted ad-free profile, regional visibility spanning up to 50 km, and featured exposure on Cylex, FindOpen, and Firmania. Mobile-optimized, with SEO audit and customer success manager available on request—all for just $9.90/month (excl. taxes). Get found. Get more customers.
Register Your Business on Cylex Today!
Boost your visibility and reach potential customers by registering your business on Cylex. It's quick, easy, and free! By listing your business, you can showcase your services, manage your online presence, and even add multiple locations to attract customers across different areas. Don’t miss the opportunity to stand out – register now and get noticed by more people looking for your business!
Nearby similar companies
- 885 Regent St S P3E 5M4 Sudbury (888) 432-1898
- 144 Pine Street P3C 1X3 Sudbury (705) 929-6968
- 144 Pine Street P3C 1X3 Sudbury (705) 673-1777
- 144 Pine Street P3C 1X3 Sudbury (705) 562-0127
- 144 Pine Street P3C 1X3 Sudbury (800) 461-0131
- 144 Pine Street P3C 1X3 Sudbury (800) 461-0131
-
Map view of similar nearby companies
Related Searches
David Yurich Wealth Management is listed in the following categories:
Social Media