The return depends on several factors, such as your investor profile, investment horizon, and risk tolerance. Some profiles prioritize stability and capital preservation, while others accept more volatility in pursuit of potentially higher returns. Our role is to guide you toward the right balance that aligns with your objectives.
Guidance that meets your expectations
Since 1987, Groupe Turpin has supported clients and families across generations with a dedicated team of investment experts—committed and attentive—to build a strong financial legacy aligned with your life goals.
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
Discover Our Firm
Close to your ambitions, true to your values, our team works with rigor and humanity.
Our Mission
To guide entrepreneurs, families, and professionals in building a
solid and evolving financial legacy through personalized, strategic,
and human-centered advice.
We turn your financial ambitions into
tangible achievements with tailored solutions and a seamless,
reassuring experience.
Our Values
Trust, transparency, and integrity form the
foundation of every relationship we build.
Every client is
unique: listening to your priorities drives our decisions. Together
with our partners, we provide comprehensive and meticulous management
adapted to your reality.
Our Services
Portfolio Management
Personalized Financial Planning
Tax and Estate Optimization
FAQ
Quickly find answers to your questions
Our fees are simple and transparent. We charge an annual management fee, calculated as a percentage of your portfolio’s value and billed monthly. This “all-inclusive” model ensures full cost predictability, with no commission fees per transaction.
Our fee schedule uses a sliding scale: the larger your portfolio, the lower your fee ratio. We also offer family billing, allowing you to include immediate family members to benefit from a reduced overall rate.
Our fees are competitive, and in some cases, management fees may be tax-deductible. This structure guarantees clear, advantageous pricing tailored to your financial objectives.
We believe that a clear understanding of fees helps you appreciate the value of the services you receive better.
Yes, your assets are protected by rigorous guarantees. Like all Canadian chartered banks (RBC, Scotia, CIBC), National Bank Financial provides protection through the Canadian Investor Protection Fund (CIPF) and the Canada Deposit Insurance Corporation (CDIC).
• Learn more about CIPF: www.cipf.ca
• Learn more about CDIC: www.cdic.ca
In addition to these regulatory protections, we fully embrace our fiduciary role in the discretionary management of your portfolios. This means we always act in your best interest, with loyalty and prudence, ensuring that your investment objectives remain at the heart of every decision. Your security and compliance are our core priorities.
We offer a full range of account types to meet all your needs: registered accounts (RRSP, TFSA, FHSA, RRIF, Registered Education Saving Plan, etc.), non-registered accounts, as well as solutions for businesses, estates, trusts, and foundations.
Our goal is to provide you with the flexibility you need to structure your wealth in the most optimal way.
We can execute transactions on most investment products available in the market, including common and preferred shares, fixed-income securities, mutual funds, exchange-traded funds (ETFs), structured products, and many others.
Beyond our financial analysis and in-depth research on the economy, sectors, and companies, we apply a value-based screening process when selecting securities. This means we exclude investments related to fossil fuels, weapons, tobacco products, gambling.
No, it’s not mandatory. However, by becoming our client, you can take advantage of the banking offer from National Bank Financial – Wealth Management, which includes a complete line of banking and financing solutions.
As wealth management advisors, we have access to all National Bank banking solutions designed for individuals, families, foundations, and corporations.
In addition, our clients benefit from great offers on certain banking products, allowing them to optimize their financial services under one roof.
What our clients are saying
“I have been a client of National Bank Financial with the Turpin Group at the Gatineau office for over 20 years. The team is truly professional, always available, and provides excellent service while being very pleasant to deal with. I often feel like they manage my portfolio as if it were their own. Every year, my advisor takes the time to thoroughly understand my needs and to adapt or adjust my portfolio as necessary. In other words, they listen. Thank you to all of you!”
Marie-Josée
“I am very satisfied with the Turpin Group. The team is always attentive, available, and proactive. The monthly communications on the economy are clear and reassuring, and whenever we have questions, they take the time to answer them professionally. A human and trustworthy service.”
Johanne
“I highly recommend the services of the Turpin Group as financial advisors for their exemplary professionalism. They demonstrate great diligence in following up on my files while remaining attentive to my needs and objectives. Beyond their expertise, their kindness makes every interaction particularly pleasant and personal. They are trusted partners you can truly count on.”
Pascale
