Allan Turner, CFP, CIM, FCSI

Associate Wealth Advisor & Financial Planner

519-675-2540 | Email me
519-675-2020

Allan Turner has spent over 20 years in the financial services industry and today is a recognized Investment Advisor and Financial Planner with special focus on financial planning for estates and businesses. Backed by the strength and resources of RBC Dominion Securities, he provides advice and solutions that can help families, businesses and organizations achieve their financial and investment goals, working in close collaboration with their team of professional advisors.

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 asset allocation and diversification, and 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 and charitable foundations.

Wealth Management Team

Steve Wiffen, CFP, CLU, CH F.C.

Estate Planning Specialist

Steve began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant designations.
Steve helps you create and preserve your wealth, by focusing on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. Also, he can ensure your wealth is transferred to your heirs in accordance with your wishes. Steve has access to insurance solutions from the top-ranked insurance providers in Canada.
 

Albert Schoeley CA

Financial Planning Specialist

Albert attended the University of Waterloo where he completed a Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent the last 10 years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.

Albert is a member of the Canadian Institute of Chartered Accountants, Institute of Chartered Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.