PT Private Wealth Management & Estate Planning Founder Bios

Alexandra Turner

Co-Founder & Partner

Alexandra Turner is a senior executive leader with over 30 years of experience across wealth strategy, business operations, marketing, and client service. She is known for driving growth, building high-performing teams, and implementing strategies that deliver measurable results.

Her career spans leadership roles across financial services, retail, and entrepreneurial ventures, where she has led multimillion-dollar portfolios, transformed operations, and developed scalable business models. Alexandra brings a unique ability to connect financial strategy with real-world execution—ensuring clients not only plan effectively, but perform and grow with confidence.

As Co-Founder of PT Private Wealth Management & Estate Planning, she integrates wealth advisory with business optimization, helping clients build, scale, and protect their assets while aligning financial decisions with long-term vision and legacy.

Beverley Pestano

Co-Founder & Partner

Beverley Pestano is a Certified Financial Planner (CFP) with over 30 years of experience in private banking, wealth advisory, and investment management. She has held senior roles with leading institutions including RBC and TD Wealth, advising high-net-worth individuals and families on complex financial strategies.

Her expertise spans comprehensive wealth management, estate and legacy planning, retirement strategies, and tax-efficient investing. Beverley is recognized for her disciplined, client-focused approach and her ability to translate complex financial matters into clear, actionable plans.

As Co-Founder of PT Private Wealth Management & Estate Planning, she delivers sophisticated, tailored advisory services grounded in deep expertise, trust, and long-term relationship management.