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VerifiedFinancial Services· Founded 2012

Turn8 Private Wealth

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.

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HeadquartersQuebec, CanadaEmployees8(1 to 10)Founded year2012Websiteturn8privatewealth.comLinkedIn profileLinkedIn

Verified contacts

8

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LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Turn8 Private Wealth

7 distinct titles indexed · top 7 shown.

  • 1administrative assistant
  • 1director strategic initiatives
  • 1director, wealth advisory
  • 1investment analyst
  • 1partner
  • 1portfolio manager
  • 1president & chief investment officer

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