Turn8 Private Wealth Inc.
TURN8 Private Wealth Inc. is a registered investment adviser based in Pointe Claire, Quebec, Canada. Founded in 2013, the firm manages assets for individuals (including high-net-worth individuals) and pooled investment vehicles, with a total of 5 employees, most of whom are investment professionals. They offer discretionary investment management and serve both U.S. and non-U.S. clients.
Investment Strategy
TURN8 Private Wealth Inc. primarily allocates assets across equities in multiple sectors, with an emphasis on diversified holdings in major North American and global companies. The firm manages investment portfolios on a discretionary basis, serving high net-worth individuals and pooled investment vehicles, and aims to provide tailored solutions balancing growth, risk management, and client objectives.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF | 4.91% | $6.8M | 10,762 | $611.58 | $617.85 | +$6.2M |
J JEPI | JPMORGAN EQT PREM ICM ETF | 4.90% | $6.8M | 119,149 | $57.43 | $56.85 | +$1.0M |
M MSFT | MICROSOFT CORP | 4.17% | $5.8M | 11,423 | $422.94 | $497.41 | +$1.6M |
C CCJ | CAMECO CORP | 4.03% | $5.6M | 54,660 | $48.71 | $74.23 | +$2.9M |
R RY | ROYAL BANK OF CANADA | 3.99% | $5.5M | 31,006 | $119.60 | $131.55 | +$2.0M |