Headquarters:
Suite 2 - 277 Lakeshore Road, Pointe-Claire, Québec H9S 4R2
Year founded:
2011
Number of employees:
7
Phone:
514 600 1466
Email:
craig.mcfadzean@turn8wealth.com
Website:
turn8privatewealth.com
LinkedIn:
linkedin.com/company/turn8wealth
“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,
Masa Idelbi,
Manager - Human Resources
Craig McFadzean
Founder and CEO
Shauna Spear
Director of Operations
Conner Sura
Portfolio Manager
Leadership
Craig McFadzean has more than 20 years of experience in the financial industry and has helped hundreds of families achieve their financial goals while providing peace of mind through periods of market turbulence. He spent the early part of his career 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. With the support and encouragement of his clients, he founded TURN8 Wealth to bring his vision to life by creating a more complete wealth management service that offers tailored, dynamic, and innovative investment solutions suited for today’s ever-evolving markets.
A father of two, Craig is active in his community through coaching and volunteering. He continues to participate and contribute to charity organizations and is especially passionate about charities that focus on intellectually handicapped and disabled children.
Founder and CEO
Craig McFadzean
After 12 years as a business applications specialist at the Branch and Head Office of RBC Dominion Securities, Shauna Spear joined TURN8 Private Wealth at its very beginning more than 10 years ago. Today, she leads the operations team, overseeing all client onboarding, cash flow management, and client service.
Shauna studied economics and English literature at McGill University, ultimately obtaining a diploma in information technology.
When she is not managing the operations of TURN8, she loves to be outdoors with her family.
Director of Operations
Shauna Spear
Conner Sura is a highly accomplished investment professional with over 10 years of experience across portfolio and wealth management, investment research, and product strategy. At TURN8, Conner works closely with a number of client families and is responsible for managing the fixed income and alternative investment portfolios.
Prior to joining TURN8, Conner held various roles at CI Investments and Lawrence Park Asset Management. More recently, he was a consultant at Prime Quadrant, where he worked closely with ultra-high-net-worth families, making investment portfolio decisions and building financial plans.
Conner holds a bachelor’s degree in mechanical engineering from Queen’s University, as well as the Chartered Financial Analyst (CFA) designation, and is registered as a portfolio manager with the securities regulator.
Outside of work, Conner enjoys playing golf in the summer and is an avid squash player during the winter months. He also enjoys travelling and challenging himself with puzzles and word games.
Portfolio Manager
Conner Sura
“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,
Masa Idelbi,
Manager - Human Resources
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Leadership
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
“What drives our success is our results-driven people. Capable, entrepreneurial Rohitians are the driving force behind our growth”,
Masa Idelbi, Manager - Human Resources
Leadership
Rob Havill
Director of Client Success
Rob Havill held senior roles in various companies, including running his own business, prior to becoming an investment professional. He spent 10 years at Scotia McLeod before joining TURN8 Private Wealth in 2013.
When he is not staying up to date with the financial markets, Rob enjoys volunteering, skiing, golfing, and spending time in his cottage. His favourite pastime is being a grandparent.
Director of Client Success
Rob Havill
Mike Zegers
Vice President, Strategy and Business Development
Mike Zegers leads business development efforts at Infinite and is responsible for identifying new partners for the firm. With a background in sales, marketing, product strategy, and investment services, he leverages his experience in driving forward solutions for firms as part of a collaborative approach.
Having more than a decade of experience with a large financial institution, coupled with more than 10 years at Infinite, Mike focuses on what clients need based on his product and industry knowledge. He is passionate about exceeding client expectations from day one.
Vice President, Strategy and Business Development
Mike Zegers
TURN8 Private Wealth is rooted in trust, integrity, focus, and commitment. Its mission is to grow and safeguard its clients’ wealth by offering intelligent and strategic investment solutions, while acting as a trusted advisor on anything related to the clients’ financial well-being.
The advisors at TURN8 are collaborative, innovative, and approachable. Their unique investment approach is tailored to meet their clients’ specific needs.
Free from the constraints that traditional investment advisors might face, TURN8 advisors construct portfolios using both public markets and an array of alternative investment strategies to achieve the best risk-adjusted returns.
They create dynamic wealth management plans that reflect their clients’ priorities and actively adjust these plans in response to changing market conditions.
TURN8 advisors believe the public stock market is highly efficient. As an active investor on behalf of their clients, they 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 their clients.
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Steve Flamand
Executive Director of Product, Corporate, IT and Digital Strategy
Kirk Merrett
Director, HR and Administration
Michael Ricciuto
Director, Safety and Compliance
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
As the executive director of product, corporate, IT and digital strategy for HAC, Steve Flamand oversees the product portfolio life cycle activities, pricing and packaging strategies, research and forecasting functions, and the development of short- and long-term business plans. He is also responsible for Hyundai Canada’s IT and Connected Digital Experience divisions, which was established with the aim of creating industry-leading customer purchasing and ownership experiences with a complete digital transformation that will introduce new business processes. This also includes a heightened focus on retaining customer loyalty through technological innovations across a number of platforms.
Flamand has 30 years of experience in the automotive industry working for both domestic and import brands in positions around the globe. He has a proven international track record of creating and building leading concepts, pioneering new business opportunities, acting upon consumer insights, and responding to market trends.
Prior to joining Hyundai Canada in 2018, Flamand worked for General Motors for 25 years in a variety of product and portfolio planning, program management and strategy roles across Canada, the United States, Europe, and Asia.
Executive Director of Product, Corporate, IT and Digital Strategy
Steve Flamand
Kirk Merrett is the director of human resources and administration at HAC. Since joining the company in 2013, Merrett has been leading the strategic development of the HR function to promote maximum effectiveness in Hyundai’s diverse workforce and directing the inclusive philosophy for attracting and retaining the best talent. Merrett draws from a deep level of expertise through over 20 years’ experience in organizational management and corporate governance.
Merrett strongly believes in the personal and professional benefits of corporate social responsibility and is directly involved in a number of organizations. He and his team have driven a number of youth-targeted CSR initiatives focused on diversity, equity and inclusion, most notably with BGC Canada, for which Hyundai Canada is a title sponsor. In January 2023, he was recognized as Notable Champion of Diversity by Automotive News Canada.
Prior to joining Hyundai, he served as a human resources senior executive for Mitsubishi Canada and Eddie Bauer of Canada.
Director, HR and Administration
Kirk Merrett
Michael Ricciuto is the director of safety and compliance at HAC. He is responsible for guiding and elevating Hyundai and Genesis as the automotive leaders in safety and compliance while overseeing all government policy interactions and strategies.
Ricciuto is a familiar face to HAC, having previously been with the company for eight and a half years. In 2010, he joined HAC as the national manager, product and strategic business planning, was promoted to director, product and corporate strategy in 2016, and subsequently moved to the director, Genesis role where he launched the unique Genesis retail business model in Canada.
Most recently, he was with Volkswagen Canada as their director, network development, for over four years. He also has experience in various engineering and managerial roles, including manager of automotive regulatory activities and vehicle environmental programs, at GM Canada.
Director, Safety and Compliance
Michael Ricciuto
Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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We welcome those from a variety of backgrounds to help strengthen our Nation, and your career. With a wide range of opportunities, a rich heritage, strong core values, and extraordinary benefits, you’ll find a place to forge a career and be a force for positive change. When you work for the Choctaw Nation, you’re seen as a member of a family.
We constantly strive to improve the health and happiness of our Choctaw associate family and their dependents through our exceptional benefits and resources, which include access to employee health clinics (these function like free urgent care clinics), 12 Choctaw Nation Wellness Centers, a tuition reimbursement program, and a 401(k) retirement plan with employer match.
The comments and opinions expressed in this newsletter are solely the work of LePoidevin Group, not an official publication of Canaccord Genuity Corp., and may differ from the opinion of Canaccord Genuity Corp’s. Research Department. Accordingly, they should not be considered as representative of Canaccord Genuity Corp’s. beliefs, opinions or recommendations. All views expressed in this newsletter are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. All information is given as of the date appearing in this newsletter, is for general information only, does not constitute legal or tax advice, and the author LePoidevin Group does not assume any obligation to update it or to advise on further developments related. All information included herein has been compiled from sources believed to be reliable, but its accuracy and completeness is not guaranteed, nor in providing it do the author or Canaccord Genuity Corp. assume any liability.
CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC).