![]() Portfolio Manager - Innova Wealth Management of ACPI. When not working with clients, Cliff can be found either spending time with his wife and children, enjoying a round of golf or game of tennis with friends, or volunteering in his community. He also holds the Chartered Investment Manager designation which allows him the rare distinction of acting as both a registered Portfolio Manager but also as a true fiduciary of his clients’ best interests.Ī specialist in tax effective debt repayment, wealth accumulation, and insurance strategies, Cliff works primarily with affluent business owners, professionals, and families helping their money work harder for them. Since 2008 he has held the sought-after Certified Financial Planner designation, the industry’s gold standard in financial competence, knowledge and professionalism. Helping clients achieve their financial peace of mind and simplify their already complex lives are just a few of Cliff’s passions.Ī lifelong native of Sudbury, ON, for the past over decade Cliff has been advising clients on a wide spectrum of financial issues and strategies. ![]() Richardson Partner, Insurance and Advanced Planning Lead He is equally passionate about his community, serving on multiple boards and chairing the Golf Marathon Sudbury, which has raised more than $250,000 to the benefit of charities benefitting underprivileged youth.Ĭliff B. He published several travel columns as the 'Northern Nomad' for a local newspaper. He loves to learn more about the world and share his experiences. J-F now serves as Chief Investment Officer at Innova, helping to oversee more than $300 million in investable assets.Īn avid traveler, he has backpacked to more than 30 countries. That same year, he published his first book 'Divide & Conquer' a financial blueprint for entrepreneurs. A true believer in 360 degree financial advice, all the pieces were now in place for the business to grow.Īs the investment needs of his clients grew in complexity, J-F responded by transitioning the business to include full-service securities management and became a Chartered Investment Manager (CIM) in 2016. With the goal of providing comprehensive advice on all financial matters, J-F broadened the service offerings to include retirement planning, income tax preparation, mortgages and insurance. It was at this time that Innova Wealth was born. ![]() Furthering his education, he completed the Canadian Insurance Course in 2011 and earned his Certified Financial Planner (CFP) designation in 2012, the industry’s gold standard in financial competence, knowledge and professionalism. Recognizing his achievements, he was offered a teaching position at Laurentian University where he lectured in 2011. In an attempt to better understand the markets following the 2008 financial crisis, J-F completed a Master's in Business Administration degree authoring a thesis on Tactical Asset Allocation in 2010. Under the mentorship of a successful advisor, he learned the importance of preserving capital in down-markets and factoring taxes into all investment decisions. Jean-François Démoré Founder, Managing Partner, Chief Investment OfficerĪfter earning an Honours Bachelor’s degree in Commerce and Computer Science (HBCCS), J-F began his career in the financial services industry in 2005.
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