PRECISION. FOCUS. TRUST. RESULTS.
At TURN8 Private Wealth, we offer our clients a broad selection of wealth management strategies designed to suit a diverse spectrum of investment goals, preferences, and objectives. We are focused on growing the wealth of our clients as well as protecting their assets through smart and strategic solutions.
ABOUT US
Providing award winning solutions to investors who are searching for more.
TURN8 Private Wealth is a wealth management firm that provides investors with a modern and institutional style approach to investing that seeks to reduce volatility and enhance overall portfolio return so clients can have peace of mind. Since 2012, TURN8 Private Wealth has been creating customized investment solutions catering to each client’s risk profile and financial objectives through a nimble, tactical, and comprehensive approach to portfolio management. By delivering on our commitment of communication, education, and accessibility, we build more than trust.... we build family.
OUR SOLUTIONS
Helping You Achieve Your Financial Goals
We pride ourselves on getting to know our clients and working with them in order to understand their financial needs both for today, and for the future. Our goal is to help manage risk and protect capital during market downturns, while positioning portfolios for strong and stable growth during upswings. We seek to achieve this for our clients through our innovative investment process and customized exposure to all markets and asset classes using our key strategies.
In addition to building personalized investment solutions, we aim to give you great confidence in your financial future by providing customized financial advice on:
savings and tax strategies
the sale of major assets, including selling a business
succession planning and the efficient transfer of wealth
wealth protection and insurance
navigating life’s most important milestones
With diversification, trading flexibility, accessibility, transparency, and low fees, we bring a fresh perspective to providing value-added solutions for all investors.
CONTACT US
Contact us to see how our expertise and personalized services can save you time, money, and frustration with managing your finances. Privacy questions or concerns may be sent to Craig McFadzean, President & Chief Investment Officer by filling out the form.
277 Lakeshore Rd, Suite 2
Pointe Claire, Quebec H9S 4L2
(514) 600 -1466