Recognized as a Readers’ Favourite, Innova Wealth Partners focuses on personalized guidance, independence, and long-term financial confidence.
Success isn’t measured by the stock market, it’s measured by the people who reach their goals.
At Innova Wealth Partners, financial peace of mind begins not with a product, but with a process rooted in understanding each client’s goals, priorities, and values. Every plan is personalized to help individuals and families achieve long-term financial success while feeling confident in every decision along the way.
Being named a Readers’ Favourite is especially meaningful to the Innova team. It represents more than recognition; it reflects the trust clients have placed in them and their continued commitment to exceptional service, transparency, and care.
“That trust is earned through every conversation, every meeting, and every hard decision we help navigate,” says Jean-François Démoré, Founding Partner. “It’s not about being right all the time, it’s about being there, every time.”
As an independent wealth management firm, Innova operates free from the constraints of corporate quotas or proprietary products. Every recommendation is made solely in the client’s best interest. This independence allows the team to source the best investment managers and solutions from across the entire marketplace, ensuring clients receive objective advice that aligns with their goals.
Innova’s advisors are bound by the highest standard of care, meaning their guidance is always focused on what’s best for the client – not the institution.
While each client benefits from a dedicated relationship manager, Innova’s strength lies in its collaborative team approach. The firm is supported by a full in-house team of specialists, including professionals with CIM, CFP, CFA, CLU, TEP, and MBA designations, who work together to address every aspect of a client’s financial picture.
This collective expertise ensures clients receive the best of both worlds: personalized attention and institutional-level insight to navigate even the most complex financial situations.
Innova’s philosophy is simple: financial planning should be personal, transparent, and educational. The firm believes in empowering clients through understanding, taking the time to explain every recommendation clearly and ensuring clients feel confident in their financial choices.
“We don’t just manage money, we help people make sense of it,” adds Julie Nicholls, Partner and Wealth Management Specialist. “When clients understand the ‘why’ behind every decision, that’s where confidence really starts to grow.”
To keep clients informed, Innova provides monthly newsletters with financial updates, market insights, and original articles, along with educational webinars on topics such as retirement, taxes, and estate planning. Beyond financial guidance, Innova is committed to celebrating clients and their milestones, from birthdays and anniversaries to major life events, and hosting exclusive client appreciation events that foster connection, gratitude, and meaningful relationships. This commitment to clarity and communication helps clients feel supported every step of the way, a reflection of Innova’s core belief that an informed client is an empowered client.
Innova’s investment philosophy blends personalization with sophistication. Thanks to their independence and scale, they can offer clients access to more than stocks, bonds and mutual funds, such as investments in private real estate, infrastructure, and private companies, that are typically reserved for large institutions.
“Most individual investors simply don’t have access to the types of opportunities we can offer through our pooled funds,” explains Démoré, who also serves as the Chief Investment Officer at Innova. “By pooling assets across many clients, we’re able to open doors to institutional-grade investments, things like private real estate, infrastructure, and private equity, all at lower costs and with far more flexibility than clients might expect.”
Richardson adds: “When clients hear ‘alternative investments,’ they often think it means more risk, but in many cases, these are the same asset classes that pension funds rely on to reduce volatility. We want our clients to benefit from the same disciplined, long-term strategies that large institutions have been using for decades.”
This approach, he says, is about offering more than just market exposure: “It’s about building portfolios that are resilient, diversified, and better positioned to deliver long-term, risk-adjusted returns, not just chasing the hottest stock or trend.”
Innova’s commitment extends far beyond finance. The firm actively supports the Sudbury community through local events, charitable initiatives, and partnerships that make a meaningful difference. Whether through fundraising, volunteering, or sponsorships, the Innova team strives to give back and strengthen the community that has supported them.
What truly sets Innova apart is their commitment to treating every client like family, with care, respect, and honesty. Their approach combines independence, expertise, and genuine human connection to help clients achieve financial peace of mind.
“We teach our advisors that our business is about the people behind the numbers, and ensuring that we take the human element into consideration with everything we do,” says Démoré, drawing inspiration from Theodore Roosevelt’s famous quote: “People don’t care how much you know until they know how much you care.”
It’s this balance of integrity, innovation, and compassion that has made Innova Wealth Partners a Readers’ Favourite, and a trusted name in financial care across Northern Ontario.
Your financial journey deserves a partner who sees beyond the numbers. At Innova Wealth Partners, we help you build not just wealth but confidence, clarity, and peace of mind for the future. Discover what it means to invest with intention. Visit www.inwp.ca to start the conversation today.
This article was sponsored by Innova Wealth Partners, a 2025 Sudbury·com Reader Favourite.