Allan Turner has spent over 25 years in the financial services industry and today is a recognized Senior Portfolio Manager & Wealth Advisor 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.
