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 principal 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 Charter Financial Analyst (CFA) charterholder and member of the CFA Institute and the CFA Society Toronto.
John Smeeton CPA, CA, CFA
Vice President, Finance and Operations
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.
John has over 33 years of experience in the financial services industry. 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 various capacities including Chief Operating Officer and Chief Compliance Officer.
John has an Honours B.A., Co-Op Accounting Studies (Economics Option) from the University of Waterloo and earned his Chartered Accountant Designation while articling at Arthur Anderson in Toronto. He is also a Charter Financial Analyst (CFA) charterholder and member of the CFA Institute.
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 close to 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 Charter Financial Analyst (CFA) charterholder and a Certified Financial Planner.
James Nairne B.A. (Hons), MBA, CIM®
Associate Director – Portfolio Management Services
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 for new clients and oversees the client on-boarding process. Additionally, James manages the firm’s marketing and communications initiatives.
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.
Dave Bulger BASc, CFA
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 Charter Financial Analyst (CFA) charterholder.
Benjamin Taieb B.Appl.Econ, MFE, M.Sc.
Quantitative Investment Analyst
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 has also completed Level 2 of the Chartered Financial Analyst program.
Yiping Song B. Econ., MBA, CFA
Associate, Portfolio Management Services
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.
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
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. She is also a member of the Chartered Accountants Australia & New Zealand.
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.
Molly Gonsalves DIPL. BUS.
Client Services Coordinator
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.
Molly has over 12 years of experience in the financial services industry. Prior to joining Tacita Capital, Molly worked for one of Canada’s leading independent investment dealers where she trained financial advisors and their staff on policies and procedures relating to operations, registration, compliance, marketing, and investment products.
Molly has a business diploma from Centennial College in Toronto, Ontario.
Alexander Nairne B.A. (Hons), M.Sc. Management
Alex is engaged in the development of a number of communication and business development initiatives for the firm. He is also responsible for the firm’s internal marketing.
Prior to joining Tacita Capital, Alex worked as a business analyst in the organisational management industry in London, England.
Alex has an Honours Bachelor of Arts degree from McGill University and earned an MSc. Management from Imperial College London.
Afra Ather B.Comm.
Client Services Coordinator
Afra is responsible for the preparation and coordination of client account documents, and for transferring funds, reconciling entries and maintaining investment accounts. Afra liaises with the firm’s portfolio and wealth managers as well as our custodian and affiliate advisors to ensure timely and accurate processing. She also helps maintain our electronic filing systems.
Afra brings over 5 years of experience in the financial industry. She previously worked for a major Canadian financial institution and an independent investment firm.
Afra has an Honours Bachelors of Commerce degree from the University of Ontario Institute of Technology.
Amanda Porcelli B.A.
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.