We are a private family office and investment counseling firm that provides progressive wealth and portfolio management services to affluent Canadians.
Tacita Family Office
Wealth Management for Exceptionally Affluent Families >
Tacivest
Customized Portfolio Management for Affluent Investors>
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We write frequently on investment finance and wealth management. Here are some of our recent publications:
Financial Post : High MERs may be the least of your problems
Financial Post : Investors behaving like "generals who are always prepared to fight the last war"
Commentar y : High Dividend Yield Strategy under the Microscope
CA Magazine: The Perils of Fragmentation
Investment Executive : Gaining Momentum
