Precision. Focus. Trust. Results.

Modern Wealth
Built for You

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.

Founded 2012
Award 2024 WPC 5-Star
NPS 100%
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. Learn more →

97%
Client Satisfaction
100%
Would Recommend
15+
Years of Excellence
Who We Are

A Boutique Firm with an Institutional Approach

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.

Founded over 15 years ago, TURN8 Private Wealth is 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. Read more →

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 believe the public stock market is highly efficient. As an active investor on behalf of our clients, we can add value by capturing upside while using various tools, strategies and other asset classes to manage downside risk effectively.

Investment Management Tax Strategies Estate Planning Corporate Structures Alternative Investments
97%
Client Satisfaction – we are thrilled of our recent rating and see it as a huge achievement.
100%
Net Promoter Score – well above the industry benchmark of 49%.
Top 3
Adjectives our clients use to describe us: Trustworthy, Intelligent, Efficient
Our Solutions

Winning Strategies for Every Goal

We offer a broad selection of strategies that suit a diverse spectrum of investment goals, preferences, and objectives.

📊

Alternative Investments

Our alternative investment strategies seek to reduce the volatility of the public markets by accessing institutional quality strategies that, at times, have been uncorrelated to the markets. Learn more →

📈

Equity Markets

Our equity strategies allow us to customize and grow our client's assets over the long term, while seeking to minimize risk. Learn more →

🏦

Fixed Income

Our strategy takes a tactical approach to navigate the fixed income market in seeking to prevent the erosion of our client's wealth. Learn more →

🌐

Cross-Border Solutions

We create and oversee integrated cross-border investment portfolios that include all types of accounts in both Canada and the U.S. Learn more →

🎯

TURN8 Opportunity Fund

A blend of private equity, private infrastructure, and private real estate strategies providing access to high quality private market alternative investments. Learn more →

🛡️

Wealth Protection & Insurance

Customized financial advice on savings and tax strategies, the sale of major assets, succession planning, and the efficient transfer of wealth. Learn more →

Our Team

Meet the Experts Behind TURN8

A dedicated group of professionals committed to your financial success.

Craig McFadzean

Founder, President & Chief Investment Officer

With over 20 years of experience in the investment and financial services industry, Craig McFadzean launched TURN8 Private Wealth—a company founded on innovative thinking, intelligent solutions and smart strategy. Read full bio →

The early part of Craig's career was spent working in finance and risk management with RBC before becoming a risk consultant for banks and pension funds across North America. Prior to creating TURN8, Craig was a portfolio manager at RBC Dominion Securities.

"As TURN8 Private Wealth turns 10, I am proud of what the team has accomplished. I am proud that we are seen as trusted advisors, that we seek to not only protect our clients hard earned savings, but also position their portfolios for potentially strong and stable growth." — Craig McFadzean, Founder and CEO

Inspired by his clients and his love for investment solutions that are more dynamic, Craig's vision came to life in the form of TURN8 Private Wealth in 2012. A father of two, Craig is active in his community through coaching and volunteering, and is especially passionate about charities that focus on intellectually handicapped and disabled children.

Connect with Craig

Over 20 Years of Experience

Craig loves to create wealth management solutions that reflect the evolving goals and priorities of his clients and have the ability to adapt to ever-changing market conditions.

Credentials: MBA, CFA

Previous: RBC Dominion Securities, RBC

Connect on LinkedIn →
👤
Alec Desjardins, CFA®
Investment Analyst
Alec supports portfolio construction and research, bringing a strong analytical background to the team.
Connect →
👤
Conner Sura, CFA
Investment Advisor
Conner helps families and business owners grow and protect their wealth through customized strategies.
Connect →
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Robert Havill
Director, Wealth Advisory
Robert brings extensive experience in wealth advisory and client relationship management.
Connect →
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Shauna Spear
Director of Operations
Shauna oversees operational excellence, ensuring seamless service delivery and client satisfaction.
Connect →
👤
Shannon Blyth
Director, Strategic Initiatives
Shannon drives growth and innovation, aligning firm strategy with evolving market trends.
Connect →
👤
Emma Robb
Administrative Assistant
Emma provides vital administrative support, ensuring smooth day-to-day operations.
Connect →
Who We Serve

Clients from All Walks of Life

Each client is different. Each client has individual investment objectives, risk tolerances and desired time-horizons.

42
Year Old
Medical Professional
Owns a practice. Working to set-up the right personal and corporate account structure, establishing a savings plan, funding family home renovations.
49
Year Old
Entrepreneur
Maturing business, work/life balance becoming a priority, contemplating an exit strategy, introducing children to finances.
72
Year Old
Retired Executive
Family household includes 3 generations equating to a dozen clients. Focus on retirement transitioning, income generation, multi-generational planning.
78
Year Old
Widow | Matriarch
Folding in the next generation to attain peace of mind, communication and trust. Focus on preservation, investment stability, income generation.
Insights & News

Stay Informed with TURN8

Latest news, market updates, and reports from TURN8 Private Wealth.

Award

2024 WPC 5-Star Advisory Team

TURN8 Private Wealth has been honored as one of the 2024 WPC 5-Star Advisory Teams by Wealth Professional Canada, highlighting our unwavering commitment to excellence and innovative strategies. Read more →

Charitable

TURN8 Charitable Gift Fund

We are proud to announce the launch of the TURN8 Charitable Gift Fund with Gift Funds Canada, dedicated to supporting individuals with mental, emotional, or physical disabilities. Learn more →

New Solution

TURN8 Opportunity Fund

Our newly launched solution provides access to high quality private market alternative investments—a blend of private equity, infrastructure, and real estate strategies. Learn more →

FAQ

Frequently Asked Questions

Answers to common questions about our services, approach, and investment philosophy.

We are free from the constraints that traditional investment advisors might face. We construct portfolios across all asset classes to achieve the best risk-adjusted returns. Our nimble, tactical approach allows us to adapt quickly to changing market conditions while maintaining a focus on long-term growth and wealth protection.
Our clients range from young professionals saving their excess cash every year to retirees living comfortably off their investments. They are financially secure individuals who see value in a more strategic and sophisticated approach to wealth management.
We offer a broad selection of strategies including alternative investments, equity markets, fixed income, cross-border solutions, and our TURN8 Opportunity Fund. Each strategy is designed to suit a diverse spectrum of investment goals, preferences, and objectives.
Our goal is to help manage risk and protect capital during market downturns, while positioning portfolios for strong and stable growth during upswings. We achieve this through our innovative investment process and customized exposure to all markets and asset classes.
Yes. We create and oversee integrated cross-border investment portfolios that include all types of accounts in both Canada and the U.S., providing seamless management for clients with assets on both sides of the border.
Get Started

Ready to Take Control of Your Financial Future?

Let's talk about how TURN8 Private Wealth can help you achieve your investment goals with a modern, institutional approach.

Contact Us Today No obligation • Free consultation