The Firm

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

Director – Family Office Servicesbio_sm_harmish


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.

Harmish is a former Executive Council Member of the Young Leaders Council of the United Way of Peel.