Financial Planning Services

Finding a knowledgeable financial planner and investment advisor is the key to your ability to achieve your financial goals. The team at Thournout Turner Wealth Management Group provides you with comprehensive investment advisory and financial planning services. Because we are associated with the largest wealth management firm in Canada, RBC Dominion Securities, we have the freedom and flexibility to choose from a diverse array of product and service offerings - with no pressure to sell proprietary products - so we can make investment recommendations that are truly in your interest.

Together, we develop a financial plan that makes sense to you, and walk every step of the way with you. From start to finish, we ensure your plan works for you so that, quite simply, you get more from life.

Integrative Financial Planning is more than just investing. It encompasses a broad range of services and uses a comprehensive, integrative approach to accumulate and grow your assets. Additionally, Integrative Financial Planning focuses on preserving, protecting, and utilizing those assets, as well as transferring them to future generations and charitable causes in a tax efficient manner. Many firms today are advertising a wealth management service. However, for affluent families and business owners, truly integrative financial planning requires a high level of customization and attention to detail. Thournout Turner Wealth Management Group provides sophisticated financial solutions and delivers a superior Integrative Financial Planning experience.

Managing your Financial Needs

Financial Planning

A financial plan is the cornerstone of our process. It is through this discovery process that we can effectively help you implement and achieve your unique goals.

Risk Management

Strategies are implemented to ensure you are protected from life’s unexpected circumstances. This will help protect you, your family and the things that are important to you.

Investment Planning

In conjunction with your goals and financial plan, the structure of your portfolio is determined. We ensure your assets are deployed as efficiently as possible to meet your goals.

Tax Planning

We recognize the implications of your investment decisions and ensure you keep as much as possible after tax. Through a coordinated alliance with your accounting professional we monitor and ensure that all decisions are made in a tax efficient manner.

Retirement Planning

The planning process offers unique solutions with an eye to the future to ensure that your financial goals are met and that you are as comfortable as possible in your retirement.

Estate and Legacy Planning

We help you implement strategies to coordinate tax efficient transfers of wealth to the next generation of your family while ensuring your wishes are met.