“A lifelong native of Sudbury and graduate of Laurentian University’s Commerce program with Honours, Cliff has been advising clients on a wide spectrum of financial issues for over fifteen years. In 2008 he obtained the sought-after Certified Financial Planner (CFP) designation, the industry’s gold standard in financial competence, knowledge, and professionalism. Cliff also holds the Chartered Investment Manager (CIM) designation which grants him the distinction of acting as both a registered Portfolio Manager as well as a true fiduciary of his clients’ best interests. Together with his business partner J-F Démoré, Cliff recently re-branded into Innova Wealth Partners, a multi-disciplinary Wealth Management practice with operations now spanning Sudbury, Barrie, and Toronto.
Considered by many to be a specialist in tax-effective debt repayment, wealth accumulation, and insurance strategies, Cliff works primarily with business owners, professionals, and affluent families to make their money work harder for them. In addition to more traditional investment and insurance vehicles, Cliff’s extensive experience and intimate knowledge of the industry enables him to use a wide variety of highly specialized alternative investment strategies.
Just as he advises clients to do, Cliff has diversified his own holdings over the years that have included multi-unit residential and commercial real estate, income-producing solar panels, a franchise, land development, and most recently angel investments, having now added several direct private equity investments to his growing portfolio. Spotting investment opportunities and seeing them to successful fruition, are just a couple of his many strengths and passions.
When not advising clients or investing himself, Cliff can be found either spending time with his wife Katie and three children, enjoying a round of golf at the Idylwylde, a game of tennis at the Sudbury Indoor Tennis Centre, or volunteering and giving back to his community.”