CONTACT
Phone :
(416) 646-6901
C: 416-346-0086
Toll-free :
1-800-438-3319
Fax :
(416) 646-6950
4100 Yonge Street, Suite 501, Toronto On.
Suite 501
Toronto, ON
M2P 2B5
Welcome
The way it should be
We’ve heard that more than a few times from our clients. Often they’re people who wandered into another office looking for help, and ended up being sold something. A mutual fund. The latest GIC product. The wrong kind of tax-free account or retirement plan.
We are more than that. Our focus is you – not selling you a product that doesn’t fit your needs because of a pre-set agenda, or a commission agreement. We make sure that everything we do is in your best interests and fits in with your short and long-term goals. There isn’t a “one size fits all fix”. To us, everything is a possibility and we work with you to explore the options.
At Turner Tomenson Wealth Management Group we have some simple rules. We’ve heard more than a few times from our clients’ that they’re looking for a fresh approach and that is what we strive to offer- with integrity and honesty. Here is how we are different:
We’ve heard that more than a few times from our clients. Often they’re people who wandered into another office looking for help, and ended up being sold something. A mutual fund. The latest GIC product. The wrong kind of tax-free account or retirement plan.
We are more than that. Our focus is you – not selling you a product that doesn’t fit your needs because of a pre-set agenda, or a commission agreement. We make sure that everything we do is in your best interests and fits in with your short and long-term goals. There isn’t a “one size fits all fix”. To us, everything is a possibility and we work with you to explore the options.
At Turner Tomenson Wealth Management Group we have some simple rules. We’ve heard more than a few times from our clients’ that they’re looking for a fresh approach and that is what we strive to offer- with integrity and honesty. Here is how we are different:
- We do not collect, seek or accept commissions.
- We do not “sell” you a product – we focus on planning for your future and finding the best fit.
- We do not make money from trading, and do only what is necessary to build and maintain accounts.
- We do not charge for designing an asset allocation, portfolio strategy or lifetime wealth forecast.
- Nobody ever pays a cent for talking to us.
- Our clients pay only a small fee (typically 1% annually of the assets we administer for them) for complete financial consultation, tax strategies*, retirement planning* and worrying about your kids’ educations, and your aged parents.
We agree with our clients. It’s the way it should be.
*As it relates to your investments.
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