Sound Financial Strategies

Financial Services • Greater Sudbury, Ontario, Canada • 1-10 Employees

Company overview

Headquarters	128 Pine Street, Suite 200, Sudbury, Ontario P0M 1M0, CA
Phone number	+17055221422
Website	soundfs.ca
NAICS	52
SIC	628
Keywords	Disability Insurance, Retirement Planning, Financial Planning, Wealth Management, Risk Management, Succession Planning, Life Insurance, Education Planning, Critical Illness Insurance, Financial Divorce Planning, Tax Minimization Strategies, Wealth Accumulation
Founded	2000
Employees	1-10

Key Contact at Sound Financial Strategies

Dave Odell

President

Sound Financial Strategies Email Formats

Sound Financial Strategies uses 1 email format. The most common is {first initial} (e.g., j@soundfs.ca), used 100% of the time.

Format	Example	Percentage
{first initial}	j@soundfs.ca	100%

About Sound Financial Strategies

LOOKING AT THINGS FROM A DIFFERENT PERSPECTIVE GIVES YOU A BETTER PERSPECTIVE. Sound Financial Strategies provides practical financial advice and the most up to date and relevant financial planning and insurance advice. Sound Financial Strategies Inc.* is an independent, multi-faceted financial planning firm. Services: * Financial Planning * Wealth Accumulation * Wealth Management * Retirement Planning * Risk Management * Health, Disability & Critical Illness Insurance * Education Planning * Wills, Trusts, & Estate Planning * Separation & Divorce Financial Planning As a member of ADVOCIS (The Financial Advisors Association of Canada), the IAFP (Institute of Advanced Financial Planners), and the The Institute for Advanced Financial Education (The Institute), we have the expertise and knowledge required to assist you, your family, your partners or your company achieve financial success. PHONE: (705) 522-1422 EMAIL: info@soundfs.ca SERVICE AREA: Sudbury, Timmins, North Bay, Manitoulin Island, Espanola Schedule a no-obligation strategy session today. HollisWealth® is a trade name of Investia Financial Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. Sound Financial Strategies Inc is an independent company unrelated to HollisWealth and Investia Financial Services Inc. Investia Financial Services Inc. companies have no liability for Sound Financial Strategies.

Sound Financial Strategies revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Sound Financial Strategies has never raised funding before.

Sound Financial Strategies Tech Stack

Discover the technologies and tools that power Sound Financial Strategies's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

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reCAPTCHA

Security

AddThis

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jQuery

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Cufon

Font scripts

Contact Form 7

Form builders

PHP

Programming languages

Open Graph

Miscellaneous

Vimeo

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WordPress

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Google Analytics

Analytics

MySQL

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Frequently asked questions

Sound Financial Strategies is located in Greater Sudbury, Ontario, CA.

You can reach Sound Financial Strategies at +17055221422.

Sound Financial Strategies was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

Sound Financial Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sound Financial Strategies

Dave Odell

President

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