Turpin Group

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.