Tacita Capital was formed for the specific purpose of bringing leading-edge portfolio and wealth management services to affluent Canadians.
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. 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.