TURN8 Private Wealth

TURN8 Private Wealth company description

Founded over 15 years ago, TURN8 Private Wealth is a boutique wealth management firm rooted in trust, integrity, focus, and commitment. Our mission is to grow and safeguard our clients' wealth by offering intelligent and strategic investment solutions, while acting as a trusted advisor on anything related to our clients' financial well-being. We are proud to have been recognized as one of Canada’s top advisor firms in 2024 by Wealth Professional Canada. We are collaborative, innovative and approachable. Our unique investment approach is tailored to meet our clients' specific needs. Free from the constraints that traditional investment advisors might face, we construct portfolios across all asset classes to achieve the best risk-adjusted returns. We create dynamic wealth management plans that reflect our clients' priorities and actively adjust these plans in response to changing market conditions. We believe the public stock market is highly efficient. As an active investor on behalf of our clients, we can add value by capturing this upside while using various tools, strategies and other asset classes to manage downside risk effectively. This approach has resulted in attractive long term returns and a smoother return profile for our clients.

• Employee count

  1-10

• Industry

  Financial Services

• Headquarter address

  277 Lakeshore Rd, Suite 2, Poite-Claire, Quebec H9S 4L2 , CA

• Country

  Canada

• Founded

  2012

• Company website

  https://turn8privatewealth.com