I have over 30 years of experience in comprehensive wealth management that spans several economic cycles. My expertise in asset allocation is traced back almost three decades to my days as a floor trader in the Vancouver Stock Exchange, where I developed the skills to make timely and advantageous decisions in identifying investment opportunities best suited for each of my clients. I have designed a five-step process for creating an investment portfolio that complements my core offering, the Complete Canaccord Investment Counselling Program (ICP), and ultimately ensures my clients achieve their investment goals and peace of mind.
Along with a diploma in Business Administration from Capilano University, I hold the Certified Investment Management (CIM) designation. I am also a licensed Registered Representative and can serve clients in the US.
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Investment Advisor Assistant
Turner was born and raised in Toronto and spent several years living in Taiwan and Hong Kong before moving to Vancouver. He specialized in finance, graduating with a Business Commerce degree from McMaster University and brings a diverse skillset to the financial services industry.
Turner demonstrates strong interpersonal and communicative abilities to provide quality services to any new or existing clients. His primary role focuses on the area of business development and Portfolio Management where he works diligently with clients to provide investing strategies and Wealth Management solutions to help them achieve their goals and objectives.
Turner is currently licensed as a Registered Representative and is looking to further his career through completion of the CIM certification.
Anne Jackson, BBA, CMA
Wealth & Estate Planning Specialist
Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance. She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group. Anne is insurance licensed and is currently working towards her CFP designation.
Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.