C. Scott Turner Investment Advisor

Scott is a Certified Financial Planner who resides in Kelowna BC and has over 10 years of experience offering financial advice to families, individuals, corporations and trusts.

Scott upholds the highest standards in his profession and is actively involved with Advocis; a national association for financial advisors. Working for clients, along with their accountants or tax advisors and lawyers, Scott takes great pride in the relationships he builds and the level of service he provides. In order to maintain a high level of service, Scott will limit the number of clients he works for to 100. With that, the net investible assets of each client must be in excess of $100,000 for Scott to run a profitable business. At this time, Scott is actively recruiting new clients.

Scott is a licensed investment advisor with Industrial Alliance Securities Inc. (IAS), a full-service brokerage firm. IAS is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, a member of IIROC and the Canadian Investor Protection Fund (CIPF). IAS offers a full range of financial products and services designed to meet his client’s needs.

Scott also holds his insurance license and offers insurance related products via multiple insurance carriers.

At the present time, Scott is working with approximately 50 families and still has room for growth in his practice.