Company Summary
Tacita Capital is a private and independent family office and investment counsel firm that takes a uniquely progressive approach to managing wealth.
We work exclusively with affluent families. 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.
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.
Co-investment
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.
Open architecture
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.
Unconflicted compensation
We are compensated solely by our clients on a transparent fee basis; we receive no third party compensation.
Source：Tacita Capital Inc.
Unique Value Proposition
As noted by Stephen Covey: “Trust is equal parts character and competence.” To earn and retain our clients’ trust, we are committed to conducting ourselves in a manner that reflects the highest degree of professionalism and integrity.
We strive to provide our clients with first-class advice and solutions and the best possible client service.
We aim to provide lasting value to our clients and emphasize quality over short-term results.
We put our clients’ interests first and take active steps to avoid any conflicts of interest.
We seek to be clear and straight-forward in our communications and to keep our clients well-informed.
We hold personal client information in the strictest confidence.
We safeguard client assets through custodian relationships with respected institutions.
We work only with client service providers who have demonstrated a high level of professionalism.
We pay strict attention to our governing professional codes of conduct and regulatory requirements.
We are conscientious in assisting our clients in complying with their income tax reporting obligations.
We are committed to staying abreast of the latest advances in portfolio and wealth management.
Source: Tacita Capital Inc.
AUM ($Bil)
Year Founded
2005
Key Personnel
Michael Nairne, BComm, CFA, President and Chief Investment Officer
Joanne Swystun, BA, LLB, Vice President, Director of Wealth Management
Garnet Anderson CA, CFA, Vice President, Portfolio Manager
Address
Suite 2020 - 150 King St. West
Toronto, Ontario
M5H 1J9