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Darren Morcom
Jeff Buskell
Kent Fearns
Joanna Clegg
Doug Turner

Tel: 250-717-2104

Address
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5
Map

Other Locations

1875 Dilworth Drive
Kelowna, BC
V1Y 9T1

Doug Turner, B.Comm, C.L.U

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Tel: (250) 717-2100

Fax 

E-mail: douglas.turner@nbpcd.com

As an Estate & Insurance Advisor, Doug works with Darren to provide the comprehensive advise and services that is required to prepare for a comfortable life in retirement.

Doug is committed to fulfilling the retirement and estate planning needs of his clients. Well versed in the relevant areas of taxation and financial planning, he specializes in providing services addressing generational planning needs, business succession planning, estate friendly investing, charitable giving and retirement income planning.

Doug graduated from the University of Saskatchewan with a Bachelor of Commerce degree in 1972. He moved to Calgary and from 1972 – 1975 he articled with Touche Ross and wrote his CA exams in 1975. He then worked in private industry for 9 years as a Controller and General Manager of a large retail organization in Calgary. In 1984, he joined the Financial Services Industry and was a life agent with Manulife Financial until 1990. He then moved to Vernon, B.C. and developed a Financial Services Company and in 1997 obtained his Chartered Life Underwriter designation. The company was sold in 1999 at which point Doug joined RBC Dominion Securities as the Estate & Insurance Advisor for 3 years. In January 2003, he moved back to Calgary to take advantage of an opportunity with Scotia McLeod as their Insurance Consultant until October 2006. Doug joined BMO Nesbitt Burns in November 2006 and is now working in partnership with Fred James as an Estate & Insurance Advisor.