Wealth Management - Financial Planning

It's essential, stay informed.

Turner Wealth Management Group is an investment advisory team that offers access to a wide array of products and services. We work with individuals, families, farmers and business owners to help them grow, protect, and preserve wealth. Investment planning is not guesswork. After understanding our clients' current financial and personal information, we help them develop and implement a customized financial plan designed to address their needs. We offer our clients regular reviews of their portfolios, reviewing their asset modeling, tax related investment strategies, portfolio performance, insurance needs and estate issues. As their life situations change, we will help guide them to address their changing needs. We believe that education and knowledge are crucial if investors are to meet their goals. By staying informed clients have the confidence to face any types of markets the future may bring.

The increasing complexity of today's market makes working with an experienced, knowledgeable financial advisor more critical than ever. From securities and investment banking services to mutual funds, insurance and education savings plans, our comprehensive selection of financial services and broad access to investment markets are designed to help you address your investing goals.

 

Client Service Area

London

Strathroy

Sarnia

Exeter

Goderich

Mitchell

Stratford

Hamilton

Burlington

Toronto

Parry Sound

Muskoka Area

Allan Turner  CFP, CIM, FCSI

Associate Portfolio Manager
Investment Advisor, Financial Planner

148 Fullarton Street Suite 1900
London, ON   N6A 5P3
Tel: (519) 675-2540
Toll Free: 1 (800) 265-5911
Fax: (519) 675-2020

Map to our location.

Contact me by e-mail.