The Firm

Our Team

Michael Nairne B. Comm., RFP, CFP, CFA

MichaelPresident and Chief Investment Officer
416-640-9961

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.Joanne

Vice President, Director of Wealth Management
416-640-9960

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 who have complex affairs and multi-generational issues.
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Garnet Anderson CPA, CA, CFAGarnet

Vice President, Senior Portfolio Manager
416-640-9962

Garnet is a principal of Tacita Capital and is responsible for the operation of the firm’s portfolio management activities. He oversees the monitoring and regular rebalancing of client portfolios. He is also the Senior Portfolio Manager for The Tacivest Program.

Prior to joining Tacita Capital, Garnet spent 14 years at Assante Wealth Management and its asset management arm, United Financial Corporation. Within Assante’s dealer channel, Garnet was responsible for the firm’s research and product due diligence and approval process, as well as providing strategic direction to Assante’s largest branch. On the asset management side, he was Portfolio Manager of record and Chief Compliance Officer for the $8 billion invested in United’s portfolio solutions. He also had extensive product development and management responsibilities.

Garnet obtained his BSC (Honours) from Queen’s University in Kingston, Ontario and obtained his Chartered Accountant Designation (Ontario Honour Roll) while articling at Price Waterhouse in Toronto. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Toronto CFA Society.

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John Smeeton CA, CFANewherm3

Vice President,  Finance and Operations
416-596-9027

John Smeeton is responsible for managing and leading the firm’s accounting, operations and client administration teams as well as managing the firm’s compliance system.

Prior to joining Tacita Capital, John was Senior Vice-President at a major Canadian institutional investment and private client wealth management firm where he worked in a variety of positions including Chief Operating Officer and Chief Compliance Officer. John has extensive experience in the investment industry including prior management roles at Assante Financial Management, the Mutual Fund Dealers Association of Canada and the Equion Group.

John obtained his Honours B.A., Co-Op Accounting Studies (Economics Option) from the University of Waterloo and his Chartered Accountant Designation while articling at Arthur Anderson in Toronto. He also holds his Chartered Financial Analyst Designation and is a member of the CFA Institute.

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Harmish Naik B.B.A. (Hons), MBA, CFP, CFANewherm3

Associate Director – Family Office Services
416-640-7369

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 plays a key role in the design of client portfolios.

Prior to joining Tacita Capital, Harmish gained a number of years of wealth and investment management experience at 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 holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University. Harmish is a Charter Financial Analyst charter holder and a Certified Financial Planner.

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James Nairne B.A. (Hons), MBA, CIM®Newherm3

Associate Director – Portfolio Management Services
416-640-9965

James manages communications with new clients. He coordinates the gathering of the up-front analytic information we use to develop a customized investment strategy and manages the client account onboarding process. He is also involved in the investment strategy development and presentation process.

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 obtained an Honours Bachelor of Arts degree, with Distinction, in History from Trinity College at the University of Toronto. He also holds the Chartered Investment Manager (CIM®) designation.

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Dave Bulger B.A.Sc.Newherm3

Trader and Portfolio Analyst
416-640-9963

Dave is responsible for Tacita Capital’s trading. He is devoted 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.

Before joining Tacita Capital, Dave honed his skills at a major financial institution as a licensed trader. He has also worked at multiple firms as an I.T. professional. Dave completed his BASc at the University of Toronto and recently completed Level 3 of the Chartered Financial Analyst program.

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Benjamin Taieb M.Sc.Newherm3

Quantitative Investment Analyst
416-640-7371

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 holds a Masters degree in Economics and Financial Engineering from Paris-Dauphine University and an Msc. in Financial Engineering from HEC Montreal. He has also completed Level 1 of the Chartered Financial Analyst program.

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Sharon Singh B.A.Youri Picture

FInancial Planning Analyst
416-640-7370

Sharon coordinates, creates and helps deliver the firm’s wealth and portfolio management services to our Family Office clients. Prior to joining Tacita Capital, Sharon held a Senior Financial Advisor role at a major financial institution. She has almost 10 years of investment, advisory, and client service experience.

Sharon earned her BA from the University of Toronto, majoring in Economics.

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Youri Migira CPA, CGAYouri Picture

Investment Accountant
416-640-1935

Yuuri is a designated CPA, CGA with over a decade of the finance industry experience under his belt. Youri assists Tacita Capital with investment fund accounting and other accounting and finance-related tasks.

Prior to joining Tacita Capital, Youri held a reporting position with a Canadian fund manager of publicly traded investment funds. He previously worked for a number of well-known Canadian and international public companies where he performed a wide spectrum of accounting duties. Youri’s diverse hands-on accounting skills are well-suited to dealing with the challenges of his current role.

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Bill Takhar B.A.BillNewMini

Senior Accountant
416-640-7375

Bill is responsible for managing the finance and accounting operations of the firm. He is also involved in client tax reporting and account reconciliations.

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Molly Gonsalvesmolly-cropped

Client Services Coordinator
416-640-7376

Molly is responsible for opening and administering our clients’ investment accounts. She liaises with our portfolio managers, advisors and custodians, coordinates the execution of account documentation, processes cash transfers and otherwise ensures our clients’ service needs are met.

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Brian So B. Comm.brian-cropped

Client Administration Coordinator
416-640-4083

Brian coordinates the administrative aspects of our portfolio management and wealth management services and maintains our information and document management systems.

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Sonia Onwuzubrian-cropped

Administrative Assistant
416-964-8535

In addition to her front desk duties, Sonia is responsible for keeping our firm running smoothly. She also assists with client administration, account statement production and document management.

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