Our team has the multi-disciplinary experience and credentials necessary to deliver truly customized portfolio and wealth management services together with exceptional client service.
B. Comm., RFP, CFP®, CFA
President, Chief Investment Officer
Michael brings extensive investment expertise to the firm, as well as Canadian and U.S. business experience. He takes an integrated approach to wealth management, incorporating the client’s goals, balance sheet, risk tolerance and tax situation. Family Office clients benefit from his in-depth understanding of complex wealth management issues, as well as his knowledge of alternative investments, real estate and private equity in addition to more traditional investments.
Prior to co-founding Tacita Capital, Michael was the Chief Operating Officer of Loring Ward Inc., a family office located in New York and Los Angeles. Michael was also the co-founder and Vice Chairman of Assante Corporation, Loring Ward’s original parent company. During his tenure, Assante grew from $1 billion to over $20 billion in assets under administration including $8 billion in leading tax-managed asset allocation programs.
Michael writes regularly on wealth management matters, and has co-authored a best seller on fund management. He has spoken internationally on advanced asset allocation and other investment topics relevant to high net worth families. He was also Chief Investment Strategist and chaired the Investment Committee of a California-based asset management firm with over $4 billion in assets.
Michael holds the Chartered Financial Analyst (CFA) charterholder and is a member of the CFA and is a member of the CFA Institute and the Toronto CFA Society. He is a Registered Financial Planner, a CFP professional, and graduated first in his class in Canada as a Chartered Financial Planner (CFP®) professional. Michael was the gold medalist in his graduating year from the Honours Commerce Program at the University of Manitoba. He is also a member of the Institute of Advanced Financial Planners.
Michael is currently a member of the Finance Committee of the Board of Governors for the Royal Ontario Museum.
Vice President, Head of Wealth Management
Joanne oversees the provision of wealth advisory services to the firm’s Family Office clients. Joanne brings an extensive professional background to the firm, and experience in dealing with clients who have complex affairs and multi-generational issues.
Prior to co-founding Tacita Capital, Joanne practiced tax law for over 25 years. She was 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. While in private practice, she was regularly listed in the Lexpert/American Lawyer annual Guide to the Leading 500 Lawyers in Canada.
Joanne has been a lecturer for the Masters in Tax Law program at Osgoode Hall Law School, a guest lecturer at Queen’s University Law School and an Instructor at the Canadian Bar Association’s annual Tax Law for Lawyers program.
Joanne has a B.A. from the University of Manitoba and an LL.B. from York University’s Osgoode Hall Law School. Following her call to the Ontario bar, Joanne completed the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and earned the Chartered Financial Planner designation.
She also has an Associate’s diploma in Piano Performance from the University of Toronto’s Royal Conservatory of Music.
CPA, CA, CFA
Vice President, Head of Portfolio Management
Garnet is a both a principal and a director of Tacita Capital and is responsible for the operation of the firm’s portfolio management activities. He also oversees the monitoring and regular rebalancing of client portfolios.
Garnet has over 23 years of experience in investment management. Prior to joining Tacita Capital, Garnet spent 14 years at Assante Wealth Management and its asset management arm, United Financial Corporation where he was Portfolio Manager of record and Chief Compliance Officer for the $8 billion invested in United’s portfolio solutions. He also has extensive product development and due diligence experience.
Garnet has a Bachelor of Science (Honours) degree from Queen’s University and earned his Chartered Accountant Designation (Ontario Honour Roll) while articling at Price Waterhouse in Toronto. He is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Institute and the CFA Society Toronto.
B.B.A. (Hons), MBA, CFP®, CFA
Senior Portfolio Manager
Harmish is a member of the firm’s Portfolio Management Group and provides wealth advisory and portfolio management services to our Family Office clients. He is actively engaged in performing wealth and investment management research and analysis, and in the design of client portfolios.
Harmish has over 10 years of wealth and investment management experience. Prior to joining Tacita Capital in 2011, he worked for two national investment firms.
Harmish earned a Masters of Business Administration from the University of Toronto’s Rotman School of Management, with a concentration in Portfolio Management and Investment Banking. He also has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University. Harmish is also a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP®) professional.
B.A. (Hons), MBA, CIM®
Senior Portfolio Manager
James sits on the investment committee and manages the due diligence and monitoring of private investments. He also assists in the development of custom portfolios and acts as portfolio manager for a number of clients.
James has over 10 years of experience in the investment management industry. Prior to joining Tacita Capital, James worked at a high net worth investment management boutique in Miami, Florida.
James earned a Masters of Business Administration from the University of Miami School of Business, with concentrations in Finance and Marketing. He also has an Honours Bachelor of Arts degree from Trinity College at the University of Toronto. James holds the Chartered Investment Manager (CIM®) designation.
B.A., CFP®, CFA, CAIA, FRM
Senior Portfolio Manager
Edwin Wong is is a member of the firm’s Portfolio Management Group and is responsible for client and partner relationship management, portfolio construction and asset allocation, and investment management research and analysis.
Edwin has over 20 years of experience in the investment management industry with a broad background in investment and risk management. Prior to joining the firm, he was actively involved in portfolio management with two multi-family office firms; he has also worked extensively with institutional investors in investment consulting and risk management roles.
Edwin obtained his Bachelor of Arts in Economics from Wilfrid Laurier University and is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP®) professional, a Chartered Alternative Investment Analyst (CAIA) charterholder, and also holds the Financial Risk Manager (FRM) designation.
BASc, CFA, CIM®
Associate Portfolio Manager, Investment Analytics
Dave is is a member of the firm’s Portfolio Management Group and is responsible for Tacita Capital’s trading. He devotes the majority of his time to seeking the best execution for client portfolio transactions. He is also engaged in daily market updates, portfolio and model analysis, and monitoring fixed income mandates.
Prior to joining Tacita Capital, Dave worked at a major financial institution as an IIROC options licensed trader serving high net worth clients. Previously, he worked for several firms as an I.T. professional.
Dave has a Bachelor of Applied Science in Chemical Engineering from the University of Toronto. He is also a Chartered Financial Analyst (CFA) charterholder and, in addition, holds the Chartered Investment Manager (CIM®) designation.
B.B.A. (Hons), CFA, CIM®
Trader & Investment Analyst
Laila is a member of the firm’s Portfolio Management Group and works with our portfolio managers to achieve best execution trades across multiple asset classes. She also contributes to the analysis and monitoring of client portfolios, asset class mandates and investment models.
Prior to joining Tacita Capital, Laila spent several years working at other large financial institutions in the wealth management space.
Laila earned an Honours Bachelor of Business Administration degree from Wilfrid Laurier University with a concentration in Finance. She is a Chartered Financial Analyst (CFA) charterholder and also holds the Chartered Investment Manager (CIM®) designation.
B. Comm., CFP®, CFA
Associate Portfolio Manager
Brian is a member of the firm’s Portfolio Management Group and coordinates the administrative aspects of our portfolio management and wealth management services.
Prior to joining Tacita Capital, Brian worked for a multi-national stock transfer company where he became familiar with a variety of share transactions.
Brian has an Honours Bachelor of Commerce degree from McMaster University. He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP®) professional, and a member of the CFA Institute and CFA Society Toronto.
B. Comm. (Hons), CFA
Portfolio Management Analyst
Vishesh is a member of the firm’s Portfolio Management Group and is responsible for generating portfolio audits, transition plans and wealth planning analyses. In addition, he assists portfolio managers in servicing our Family Office clients.
Vishesh has several years of experience in the financial services industry. Prior to joining Tacita Capital, Vishesh worked for several financial institutions including one of Canada’s largest banks.
Vishesh has earned an Honours Bachelor of Commerce degree from University of Mumbai with a concentration in Financial Markets. He is also a Chartered Financial Analyst (CFA) charterholder and member of the CFA Institute.
Vice President, Finance
Raven oversees corporate and client financial reporting. She is responsible for the accuracy and timeliness of reporting and ensuring adherence to regulatory standards.
Raven has over 19 years of accounting experience. Prior to joining Tacita Capital, Raven worked for various financial institutions in Canada and offshore including serving for 5 years as a Vice President at a major international investment firm. She has over 15 years of experience in investment financial reporting.
Raven has a Bachelor of Commerce degree with distinction from the University of Saskatchewan and earned her Chartered Accountant Designation while articling at KPMG.
MMF, B. Sc.
Jenny is responsible for the integrity of the firm’s investment reporting, as well as trade reconciliations and other compliance and investment related tasks.
Before joining Tacita Capital, she worked for a multi-national financial services company where she gained experience in investment financial reporting.
Jenny has a Masters of Management in Finance from McGill University and a Bachelor of Science in Accounting from Pennsylvania State University.
Senior Corporate Accountant
Subanghi is responsible for the firm’s corporate financial reporting and plays a lead role in treasury management. She also calculates and coordinates the investment management fee collection, as well as assisting with the preparation of client tax reports.
Before joining Tacita Capital, she worked in numerous operational and accounting roles in the financial services industry.
Subanghi has a Bachelor of Arts in Business Economics from York University. She is currently pursuing her CPA designation.
B. Comm. (Hons)
Client Services Coordinator
Ali is responsible for opening and maintaining client accounts and processing cash and asset transfers. He is also assists our portfolio management team with the completion of client account forms and following up on any documentation deficiencies.
Before joining Tacita Capital, Ali worked for one of Canada’s major banks where he held various positions, the most notable of which was Investment Representative. He has more than four years of expertise in the field.
Ali graduated from the University of Mumbai with a Bachelor of Commerce in Finance and Accounting. He has completed the Canadian Securities Institute’s Canadian Securities and Conduct and Practices Handbook courses.
B. Comm. (Hons)
Client Information and Project Manager
Danish maintains the firm’s information and document management system in addition to coordinating client account administration and on-boarding.
Danish has several years of experience in client administration and operations in the financial services industry. Prior to joining Tacita Capital, he worked for several financial institutions including one of Canada’s largest banks.
Danish has a Bachelor of Commerce with honours from Ryerson University. Additionally, he holds an Advanced Diploma in Business Administration from Humber College.
B.A. (Hons), MSc
Alex is responsible for the development and implementation of Tacita Capital’s internal and external marketing initiatives and digital marketing strategy.
Prior to joining Tacita Capital, Alex gained experience as a business analyst at a digital consultancy in London, England, and as a marketing team lead at a digital advertising agency in Toronto, Canada.
Alex earned a Masters of Management with a specialization in Digital Business from Imperial College Business School London. He also obtained a Bachelor of Arts degree in History from McGill University.