As your Investment Advisor, Allan Turner works in close consultation with you. You benefit from his extensive range of financial planning knowledge and experience as he brings together all the elements you need to achieve your financial goals.

Depending on your individual needs, this may include:

  • Investment portfolios to preserve and grow your wealth

  • Insurance solutions to protect your lifestyle and legacy choices

  • Cash flow and debt management strategies to build your net worth and your purchasing power

Our clients are individuals, private corporations and not-for-profit organizations, including:

  • Executives and health care professionals looking to enhance the growth of their wealth

  • Busy professionals who desire assistance with their personal assets and professional corporate assets

  • Business owners who need help managing their personal and business assets

  • Pre-retirees and retirees who want to make the most of retirement savings as they approach retirement

  • Widows or widowers and divorcees who recently lost their key financial decision maker and desire some formal assistance in the administration of their wealth

  • Well-established families seeking professional guidance transferring wealth to ensure their legacy