Objective. Reliable. Focused on providing the best advice. That's what independently connected means.
SONA is now Sonance.
We've expanded “good fortune and prosperity” to now include “balance and harmony”. How we work with you and what we embody every day has not changed.
Orchestrating every aspect of your wealth management journey to ensure sound advice and sound investments is how we will collectively achieve long-term financial success.
About Us
Integrated Approach. Independent Focus.
Sonance Wealth Partners (Formerly SONA Wealth Counsel Inc.) is a fee-based wealth management firm located in Ottawa, Ontario. Our mission is to provide our clients with objective, reliable and factual advice that is relevant to their financial goals. We strive to be the leader in the design and delivery of high value and feature-rich services, and to be regarded as innovators in financial services and wealth management industry.
Sonance is a boutique firm that has no affiliation with any specific financial institution, investment product, or type of security. We are completely independent and derive 100% of our compensation from the fees paid to us directly by our clients. As a result, we focus strictly on providing the best possible advice to our clients. We are not swayed by slick marketing presentations, or influenced in any way by third party commissions when selecting investments for our client portfolios.
Read MoreOur Process
Review & Analysis
We evaluate your current portfolio against your goals.
Investment Policy Statement
A personalized plan and strategic asset allocation.
Implementation
We recommend investments and put strategies to work.
Monitor & Adjust
Continuous monitoring, rebalancing when necessary.
Review & Communication
We meet regularly and keep you well informed.
Our Approach
Working in tandem with our sister firm Ryan Lamontagne Inc., we use an integrated approach to financial planning and wealth management. We understand that tax efficiency can be as important to a client's long-term financial results as is the portfolio rates of return, and that there may be tax and estate planning issues related to a specific investment strategy. As a result, we ensure that we integrate tax planning, debt management, cash flow needs, insurance, estate issues, and investment strategies as part of our comprehensive approach to financial management — linking all aspects of a family's finances to balance their short-term and long-term goals.
We build and nurture long-term client relationships based on a client-centric service model that focuses on personal interaction, individual attention, professionalism, and integrity.
Contact UsOur Team
Strategically Focused. Personally Connected.
Select a team member to read their bio.
Our Portfolio
Wealth. Well Orchestrated.
Asset Class Weightings
- Detailed Analysis
- Allocation Optimization
Investment Selection
- Appropriate Products
- Agnostic Approach
Independent
- Fee Based Compensation
- No Third Party Commissions
Investment Management
Investment management is the professional handling of financial assets and investments to meet specific goals for clients. It involves creating personalized strategies, managing portfolios, and making decisions to balance risk and return. Whether it's stocks, bonds, real estate, or other assets, investment management focuses on optimizing the performance of these investments while keeping long-term financial objectives in mind. By carefully analysing market trends and aligning strategies with client goals, investment managers help individuals and institutions build wealth and achieve financial security.
Read MoreFrequently Asked Questions
Discretionary portfolio management means that Sonance is able to make decisions with regards to client investment holdings on a discretionary basis. As a result, we are not required to request permission from clients before making investment management related decisions.
As a registered portfolio management firm, we owe our clients a fiduciary duty — meaning we are legally and ethically required to act in each client’s best interest at all times, providing objective, transparent advice free of third-party commissions.
Your investments are held in your name with an independent, arm’s-length custodian. Sonance never takes custody of your assets; we direct the management of your portfolio while your custodian safeguards and reports on your holdings.