Our services: wealth management, portfolio management and more

Building, structuring and protecting your wealth with rigour and vision

At Groupe Turpin, building wealth is about more than growing assets.

It means structuring your projects, anticipating major transitions and making informed decisions, in an increasingly complex financial environment.

Concerned about your investments? We are here to make things simple.

We guide families, entrepreneurs and professionals through the strategic management of their wealth, at every stage of life.

We favour an integrated approach that accounts for your financial, family, tax and professional realities, providing the clarity, flexibility and peace of mind you need to move forward with confidence.

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Our services: a complete offering, designed for your wealth

We coordinate the full range of expertise required for the 360° management and lasting growth of your wealth.

Certain services are offered by third parties.^{1, 2, 3}

Services-offerts-en

Purpose

Have a qualified professional manage your investment portfolio.
Strike a balance between risk and reward.
Enjoy a flexible solution that stays true to your goals.

Main benefits

Have a clear plan to achieve your goals.
Be able to react to the unexpected.
Achieve the maximum benefits of diversification.

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Purpose

A document outlining your short- and long-term financial goals and the strategies you will use to reach them.
The plan reflects your personal and family situation, your risk tolerance and future expectations, and includes effective tax strategies.

Main benefits

Your finances will be in good hands.
You will enjoy greater peace of mind.
You will be able to prioritize your projects and make informed decisions.

These services are offered by third party specialists.¹

Purpose

Document how you want your assets to be distributed after your death.
Prevent any misunderstandings among your heirs.
Plan for any situation.

Main benefits

You will be protected in case of incapacity.
Your assets will be transferred without conflict.
Your wishes will be respected.
You will minimize the tax burden on your estate.

These services are offered by third party specialists.²

Purpose

It is the development of financial strategies to reduce the impact of taxes on your investments.
Proposing customized recommendations based on an analysis of your situation and your portfolio.
It's about doing more with the same money by optimizing your portfolio.

Main benefits

More money to invest or spend.
More freedom to achieve your goals.
Make tax-efficient investments.

These services are offered by third party specialists.²

Purpose

These solutions will ensure your family's financial future should anything happen to you.
They serve as a cushion to protect you from the unexpected.
They will help keep your family's plans on track.

Main benefits

Enjoy a safety net, even if you are not working.
Transfer your assets and protect your legacy.
Have peace of mind so you can be at ease.

These services are offered by third party collaborators.³

Wealth management - Banking-offer | Exclusive benefits

As a National Bank Financial—Wealth Management client, you can take care of all your banking in one place:

Everyday transactions
Financing
Specific needs

Main benefits

Savings on certain banking solutions.
Healthcare and legal virtual assistance services.
Competitive interest rates.

Do you want to give back to the community? Let our team guide you in designing a philanthropic plan.

Setting up a foundation
Distribution of donations
Bequests in a will

Transparent compensation, aligned with your interests

The “myWealth Account” is a service option that lets you make your investment decisions without worrying about transaction costs, so you can focus on what matters most: growing and preserving your wealth.

This model replaces traditional commission-based compensation with management fees set according to the value of your portfolio.

The result:

A simple, predictable structure
A relationship built on transparency
Fewer conflicts of interest
Clear alignment between your goals and our guidance

Because traditional advisor compensation is based on buy and sell commissions, clients can find it difficult to assess the merits of a given transaction. The monPatrimoine Account removes any notion of conflict of interest.

A structured, evolving and proactive approach

Our goal is simple: to help you move forward with confidence, knowing your wealth is managed thoughtfully, methodically and in line with what truly matters to you.

Understand your situation as a whole

We take the time to discuss your goals, values, concerns and long-term vision.

Develop a tailored strategy

We present you with a detailed plan including projections, scenarios and options, so you can make informed decisions.

Implement and adjust

We support you through execution and provide rigorous follow-up, with concrete, actionable recommendations.

Review and evolve your plan

Annual meetings, which we recommend a spouse attend where applicable, allow us to adjust your strategy as your situation evolves and new opportunities arise.