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Tacita Capital Inc.
Senior Portfolio Manager
Tel: (416) 640 - 9965
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- British Columbia
- New Brunswick
* indicates a physical location in this province
We work exclusively with affluent families or their foundations. Our sole focus is on designing solutions to their investment and wealth management needs. Being a private Family Office, we are truly aligned with our clients’ interests.
In 1995, Michael co-founded Assante Corporation, one of Canada’s largest independent financial advisory firms. After the sale of Assante in 2003, Michael was Chief Investment Strategist of a multi-family office in New York and Los Angeles that provided wealth management services to the ultra-affluent.
Joanne practiced tax law for over 25 years as a partner in the Tax Section of Stikeman Elliot LLP and previously a partner in the Tax and Estate Planning Section of the law firm of Goodman and Carr. Before leaving private practice, she was regularly named in the Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada.
In assessing options for their own family capital, Michael and Joanne discovered that Canadian investment firms did not offer the leading-edge portfolio management solutions available to sophisticated investors in the U.S. Tacita Capital was formed to bring these solutions to affluent Canadians.
Private and independent
We are privately-owned and fully independent. We are not affiliated with any bank, mutual fund firm or insurance company, nor are we required to consider the interests of public shareholders.
Family Office experience
Because we’re a true multi-family office with an active founding family, we have a first-hand understanding of the issues associated with managing wealth and the more sophisticated solutions available.
Our co-founders’ capital is invested with the same managers as our clients’ capital, and under the same fee schedules. We therefore negotiate lower management fees wherever possible.
We access a comprehensive universe of global investment management capabilities, including many opportunities that are not generally available to public investors.
After tax focus
Because we deal solely with affluent families, we focus on after tax returns.
We are compensated solely by our clients on a transparent fee basis; we receive no third party compensation.