WEALTH MANAGEMENT WITH PURPOSE

Personalized advice. Disciplined investing. Comprehensive planning.

Managing wealth today requires more than investment advice alone. It demands a coordinated strategy that considers every aspect of your financial life, from investment management and retirement planning to tax efficiency, estate considerations, and wealth transfer.

As partners at Turner Investments, Ross and Sebastien work together to deliver a comprehensive wealth management experience tailored to each client's unique circumstances. Combining over 30 years of expertise in portfolio management, financial planning, and capital markets, we help clients navigate complex financial decisions with clarity and confidence.

Our team has extensive experience serving successful professionals, retirees, and business owners, including those facing sophisticated planning opportunities such as pension commuting, corporate wealth strategies, retirement planning, and cross-border investing (IRA accounts, etc.).

Backed by a dedicated client service team, we provide personalized advice, proactive communication, and a disciplined long-term approach designed to help preserve, grow, and transition wealth across generations. Supported by our dedicated associates, Ailene Candelario and Gianmarco Pilla, we are committed to delivering a high level of service, responsiveness, and attention to detail. By working collaboratively with clients and their professional advisors, we help simplify complex financial decisions and provide clarity in an ever-changing environment.