Our Mission
At Turnstone Wealth, we challenge ourselves and challenge our clients to question the status quo. We believe in asking tough questions and reflecting on how things might be different if other choices were made. We seek to deeply understand each client. We do this by spending time with our clients and creating hand crafted and meticulously thought through wealth and investment plans.
Our Beliefs
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We believe in preparing for the future
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We believe that investing should be tax-efficient and where suitable, include alternative investments
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We believe in investment portfolios that are actively managed for downside mitigation
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We believe in challenging the way we think about investments and planning
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We love people and are passionate about helping others
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We are passionate about this work and we enjoy doing it
Our Goal
We endeavour to fully and thoroughly understand you and your financial situation so that we can give you advice with confidence and resolve. We examine all aspects of your financial life (tax mitigation, estate, insurance, business succession, retirement, charitable giving, etc.), and learn about your goals. We strive to distill the complex into clear concise financial advice. You will feel cared for and understood AND you’ll have an easy to follow action plan to reference. We do the detailed work so that you can confidently rely on our recommendations.
Our Investment Approach
At Turnstone Wealth we believe that most Canadians who are building wealth, managing the tax implications of their investments or investing in their corporations, benefit by including alternative investments. We have partnered with Raintree Financial Solutions, an award-winning Private Capital Market Dealer to offer a distinct set of investment solutions for our clients.
Clear, Concise Financial Advice
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