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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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 who have complex affairs and multi-generational issues.
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Vice President, Portfolio Manager
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.
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.
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.
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 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.
Director – Portfolio Management Services
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.
Trader and Portfolio Analyst
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.
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 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.
Financial Planning Analyst
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.
Yiping Song MBA, CFA
Associate, Portfolio Management Group
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.
Before 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.
Prior to emigrating to Canada, he obtained a Bachelor of Economics from Guangdong University of Foreign Studies in China. Yiping also holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society Toronto.
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.
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 obtained her Chartered Accountant Designation while articling at KPMG in Kelowna, British Columbia.
Bill is responsible for managing the finance and accounting operations of the firm. He is also involved in client tax reporting and account reconciliations.
Youri 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.
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.
Client Administration Coordinator
Brian coordinates the administrative aspects of our portfolio management and wealth management services and maintains our information and document management systems.
Amanda Porcelli B.A.
Amanda is responsible for Tacita’ Capital’s day-to-day office administration, front-of-office experience and client services support. Her background in client service excellence was developed through experience with an organization renowned for its commitment to client satisfaction. Amanda earned her Honours Bachelor of Arts degree in Social Sciences from York University.