Allan Turner, CFP, CIM, FCSI

Associate Portfolio Manager & Investment Advisor, Financial Planner

519-675-2540 | Email me
519-675-2020
1-800-265-5911

Allan Turner has spent over 25 years in the financial services industry and today is a recognized Associate Portfolio Manager, Investment Advisor and Financial Planner with special focus on financial planning for professionals, retirees and business owners. Backed by the strength and resources of RBC Dominion Securities, he provides advice and solutions working in close collaboration with our Wealth Management partners. 

A strong believer in continuing education, he has achieved several industry-recognized designations. He is a Certified Financial Planner (CFP), and qualified to provide custom financial planning solutions to his clients in addition to investment advice. He has also achieved Chartered Investment Manager (CIM), which underscores his expertise and ability to execute advanced investment techniques that take his clients' investment goals to the next level. Furthermore, he has attained the advanced status of Fellow of the Canadian Securities Institute (FCSI), reserved only for those investment professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.

Allan’s approach is one of conservative growth, enabling clients to preserve their wealth and reach new financial goals. Instead of “timing the markets” Allan focuses on "time in the market" utilizing asset allocation and diversification, all along keeping a close watch on market trends. To provide distinctly personalized service, Allan’s services include investment advice and money management, financial and estate planning, tax-minimization strategies.

Michelle Babcock

Associate Advisor

519-661-2552 | Email me

Michelle joined RBC Dominion Securities Inc. in 2000 & works closely with Allan helping clients stay informed about the performance of their portfolios.  Her role with the team also includes the coordination of Financial, Estate, and Insurance consultations, marketing & Estate processing. 
 
Since joining the industry, Michelle has successfully completed the Canadian Securities Course (CSC), the Conduct and Practice Handbook (CPH), and Wealth Management Essentials (WME).
 
Michelle is actively involved in the community and volunteers her time with many local charities including Ronald McDonald House, Walk for Alzheimer's & RBC Run with Pride.  She also sits on the committee of Bring It! and is an advocate for children & adolescent Mental Health awareness.   Michelle resides in London with her husband Jim and they have 4 children. 

Andrea Sintzel

Associate

519-672-2520 | Email me

Andrea is responsible for all administrative procedures for our team. Her responsibilities include but are not limited to; cheque requests, EFT requests, address changes, processing RSP/TFSA contributions, RESP withdrawals, deposits, RIF payments, and transfers between accounts.  Andrea is also our main contact for any tax inquiries that you may have. 

Andrea has successfully completed the Canadian Securities Course (CSC), and the Conduct and Practices Course (CPH).  She has also received a President’s Honor Roll Diploma in Business Administration.