Leading-Edge
Portfolio Management

Tacita Capital is a private Toronto-based Family Office that provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence.

Our Firm
Portfolio & Wealth Management Family Office

How We Are Different

Private and Independent

Tacita Capital is a privately-owned Family Office. Being truly independent allows us to put our clients' needs first.

Tax-Conscious Investing

We focus on after-tax returns. Our approach to investing is designed to reduce tax drag and enhance after-tax performance.

Family Office Experience

Tacita Capital is an authentic Family Office with an active founding family who invests alongside our clients.

Open Architecture

Unlike many traditional portfolio managers, our Family Office accesses the full universe of global investment management capabilities.

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Family Office Portfolio Management

Our Approach

We act as each client’s outsourced Chief Investment Officer. In constructing each client’s portfolio, we design a highly diversified multi-asset class mix of investments and managers, complimented by our own unique investment solutions.

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Expert advice requires deep expertise.

Portfolio Management

Meet Our Team

Our Family Office has a multi-disciplinary team of seasoned professionals who have the experience and knowledge to provide our clients with sophisticated investment and wealth management.

Team Profiles

Videos

About the Firm

Truly Independent

Truly Independent

Tax-Efficient Investing

Tax-Efficient Investing

Three Failures in the Investment Plans of Affluent Canadians

Articles & Insights

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