ilan began investing in 1988, started giving professional investment advice in 1993 and became a Private Wealth Advisor at Raintree Financial Solutions in 2012. 

From 2016 to 2021, he served on Raintree’s senior management team as National Sales Manager, where he provided coaching, mentorship, and strategic planning for their national team of Advisors.

ilan is passionate about connecting with people and truly enjoys listening to his client's perspectives on the world. He feels privileged when clients share their “sticky spots”—those challenges that hold them back from achieving their goals—and he loves helping them overcome these hurdles. ilan brings a unique, outside-the-box approach to financial advice, breaking down complex concepts into simple, actionable steps that align with his clients’ goals. He is committed to understanding your vision, hopes, and dreams by asking tough questions, challenging your comfort zone, and ensuring that some fun is had along the way.

ilan enjoys exploring the natural beauty of Vancouver Island with his wife Katie and their two children through activities like canoeing, cycling, and hiking. He is also an active volunteer and board member of two community organizations. And most importantly, he is always up for grabbing an ice cream cone.

Robin’s career in finance began over 30 years ago when she began working at a major bank while attending university.  She quickly discovered that she loved helping people with their finances and changed career paths to become a financial advisor.  Advancing quickly through various roles, she was selected  to pilot a planning-led advisory role after earning her first planning designation.  This was when she was able to really fulfill her desire to focus on helping clients build their wealth through planning and investment solutions.

While building her advisory practice, Robin also enjoyed mentoring her colleagues and moved into senior management.  Always an avid learner, she completed her Certified Financial Planner and Chartered Life Underwriter designations which focus on unraveling the nuanced complexities of personal and corporate financial planning. Robin joined the Turnstone team to be able to once again work directly with clients to help them achieve their goals through solid financial planning advice.

This change in work/life balance has  provided time to devote to her passions outside of work.  Robin’s lifelong joy in volunteering has included working with the United Way, Rotary and various community projects.  She has also become dedicated to finding missing persons and works with her K9 Ava in this pursuit.  She and her husband have relocated to an acreage on Vancouver Island where they also train service dogs for those in need.

With an MA in Environmental Education and Communication, Jen has had a diverse range of career experiences, including fish research, writing, and many years as a Senior Aquarium Biologist at the Vancouver Aquarium. 

During that time, she began searching for ways to grow wealth without harming people or the planet. Her research led her to explore alternative investments as a way to align life choices with financial decisions. What started as an interest quickly grew into a passion, and she realized she wanted to help people live their values without sacrificing investment returns. Jen joined Raintree Financial Solutions as a Private Wealth Advisor in 2018. Jen’s keen attention to detail and her commitment to helping others while building long-term relationships have made her an invaluable asset to her clients and the Turnstone Wealth team.

Jen balances her professional focus with her hobbies and time spent with family and friends. She loves training her dog, Archer, tending to her home aquariums, and breeding and photographing tropical fish. She also enjoys patio gardening, attending live music events, and cherishes time with her partner Mike and her family, including her young niece and nephew.

With an Engineering degree and an MBA, Lynn spent 15 years as a Management Consultant supporting the Pharmaceutical Industry; first in Chicago and then in the GTA. Her career journey from chemical engineering to management consulting to Private Wealth Advisor speak volumes about her adaptability and skill set.

In 2015 Lynn left the hectic consulting world and discovered the private market while researching investment options for her own family. She gravitated to this less-known area of investing, particularly enjoying the in-depth learning around various investment companies, industries and strategies. Lynn realized her research and knowledge could help other professional families gain access to investments that are unfamiliar to many. With her deep client management background and innate problem solving skills Lynn focuses on building long term relationships with her clients and supporting them to achieve their financial goals that often include semi-retirement and an active vacation lifestyle.

Having spent most of her career in the GTA, Lynn is putting into practice her own form of location independence. She and her husband now live full-time at their cottage by the lake in Northern Ontario. Lynn has maintained excellence in client service while working remotely with her clients either from the cottage or from their travel trailer parked in some beautiful location.