Michael Nairne B. Comm., RFP, CFP, CFA
President and Chief Investment Officer
Michael brings extensive Canadian and U.S. investment expertise to the firm. He takes an integrated approach to wealth management, incorporating the client’s goals, balance sheet, risk tolerance and tax situation. Clients benefit from his in-depth understanding of complex investment management issues, as well as his knowledge of alternative investments, real estate and private equity.
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Joanne Swystun B.A., LL.B.
Vice President, Director of Wealth Management
Joanne oversees the provision of wealth advisory services to the firm’s Family Office clients. Joanne brings an extensive professional tax background to the firm, and experience in dealing with clients with complex affairs and multi-generational issues.
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Garnet Anderson CPA, CA, CFA
Vice President, Senior Portfolio Manager
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.
Harmish Naik B.B.A. (Hons), MBA, CFP, CFA
Director, Family Office Services
Harmish 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.
James Nairne B.A. (Hons), MBA, CIM®
Director, Portfolio Management
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.
Edwin Wong B.A., CFA, CAIA, FRM
Director, Portfolio Management
Edwin Wong is Director, Portfolio Management at Tacita Capital 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 with a broad background in investment and risk management. Prior to joining Tacita, he was actively involved in portfolio management with two multi-family office firms and 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 Chartered Alternative Investment Analyst (CAIA) charterholder, and also holds the Financial Risk Manager (FRM) designation.
Dave Bulger BASc, CFA, CIM®
Trader and Portfolio Analyst
Dave 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.
Benjamin Taieb B.Appl.Econ, MFE, M.Sc., CFA
Associate, Quantitative Strategies
Benjamin is responsible for analyzing market data and factors that impact Tacita Capital’s models and client holdings. He also works with the firm’s portfolio managers to develop investment allocations from a tax-managed perspective. Benjamin researches, analyzes and implements the latest methodologies in quantitative finance with the goal of assisting clients in reaching their objectives in the most tax and risk efficient manner.
Benjamin earned a Masters degree in Financial Engineering from Paris-Dauphine University and an MSc in Financial Engineering from HEC Montreal. He also has a Bachelor of Applied Economics from Paris-Dauphine University. Benjamin is also a Chartered Financial Analyst (CFA) charterholder.
Yiping Song B. Econ., MBA, CFA
Associate, Portfolio Management
Yiping is responsible for monitoring client portfolios, proposing trades and assisting with the construction of portfolio transition plans. He also assists our portfolio managers with client service support.
Prior to joining Tacita Capital, Yiping spent several years working in the investment industry in both China and Canada.
Yiping earned an MBA from Queen’s University with a concentration in Finance and has a Bachelor of Economics from Guangdong University of Foreign Studies. He is also a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Institute and the CFA Society Toronto.
Mark Aloysius B.A. (Hons), CFA
Associate, Portfolio Management
Mark is responsible for portfolio and investment vehicle monitoring, identifying required trades, portfolio audits, transition plans and investment analyses. He is also actively engaged in providing wealth advisory and portfolio management services to our family office clients.
Prior to joining Tacita Capital, Mark spent several years working with major financial institutions in the wealth management industry.
Mark earned an Honours Bachelor of Arts degree from York University with a concentration in global economics and corporate social responsibility. He is a Chartered Financial Analyst (CFA) charter holder and a member of the CFA Institute and CFA Society Toronto. He has also completed the first level of the Certified Financial Planner (CFP®) program.
Brian So B. Comm.
Wealth Management Associate
Brian coordinates the administrative aspects of our portfolio management and wealth management services and maintains our information and document management systems.
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 has also completed Level 2 of the Chartered Financial Analyst program.
Raven Lowden CPA, CA
Associate Director, Finance and Controller
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.
Yvonne Lau CPA, CA
Yvonne is responsible for maintaining the client’s investment portfolio records and daily reconciliation of trade positions. She also assists with completing year-end accounting reconciliations and with annual client tax reporting.
Yvonne has over 7 years of accounting experience in the financial services industry. Prior to joining Tacita Capital, she worked for several financial institutions in Canada as well as one of Australia’s largest self-managed superannuation funds providers.
Yvonne has a Bachelor of Business degree from the University of Technology, Sydney and is a member of the Chartered Professional Accountants of Ontario, as well Chartered Accountants Australia & New Zealand. She has also completed the Canadian Securities Course.
Bill Takhar B.A.
Bill is responsible for managing the finance and accounting operations of the firm. He is also involved in client tax reporting and account reconciliations.
Bill has over 13 years of experience in the financial services industry. Prior to joining Tacita Capital, Bill worked in Financial Planning and Analysis at a major Canadian bank. Previously, he was a member of the Valuations and Reporting group at Canada’s largest pension plan.
Bill has a B.A. in Economics from York University. He has also completed the Canadian Securities Course and the Conduct and Practices Handbook.
Maisha Chowdhury B.A. (Hons)
Senior Client Services Coordinator
Maisha coordinates client account administration and on-boarding, and maintains the firm’s information and document management systems.
Maisha has over 6 years of client service experience in the financial services industry. Prior to joining Tacita Capital, she worked for several financial institutions as well as one of Canada’s largest investment management firms.
Maisha has an Honours Bachelor of Arts degree in Public Administration and Governance from Ryerson University. She also has a business management certificate from Ryerson University.
Spencer Dundas B. Comm.
Wealth Management Coordinator
Spencer is responsible for managing the information and documentation relating to Tacita Capital’s clients, and assisting with the administration and maintenance of our clients’ investment accounts. He also assists with client communications.
Prior to joining Tacita Capital, Spencer worked in the client services department of one of Canada’s largest investment management firms.
Spencer has a Bachelor of Commerce (Economics and Finance) from the University of Guelph.
Amanda Porcelli B.A. (Hons)
Amanda is responsible for the firm’s day-to-day office administration, front-of-office experience and client services support. She also assists with document management and client presentations.
Prior to joining Tacita Capital, Amanda gained skills in client service excellence while working with an organization renowned for its commitment to client satisfaction.
Amanda has an Honours Bachelor of Arts degree from York University.