Harmish Naik is a Senior Portfolio Manager at Tacita Capital with over 15 years of experience in wealth and investment management. He provides wealth advisory and portfolio management services to Family Office clients. Harmish holds an MBA from the University of Torontos Rotman School of Management and is a CFA and CFP charterholder.
He has been with Tacita Capital since 2011, progressing through four roles from Planning Analyst to his current senior leadership position.
Harmish Naik
Senior Portfolio Manager at Tacita Capital Inc.
Toronto, Ontario, Canada
Overview
Topics They Care About
Family Wealth Management
His role at Tacita Capital is centered on providing comprehensive wealth advisory and portfolio management services to high-net-worth Family Office clients.
Tax-Efficient Investing
He has authored articles on investment strategies for professionals, focusing on capitalizing on the unique tax attributes of corporate accounts.
Investment Due Diligence
His responsibilities include performing detailed investment research and financial modeling, a focus area from his MBA in Portfolio Management.
Media Appearances
Harmish has no verified media appearances
Work History
10-2021
Senior Portfolio Manager at Tacita Capital Inc.
1-2018 - 10-2021
Director, Family Office Services at Tacita Capital Inc.
4-2011 - 12-2017
Associate Director, Family Office Services at Tacita Capital Inc.
6-2010 - 9-2010
Planning Analyst at Tacita Capital
9-2006 - 9-2009
Junior Financial Planner at Assante Wealth Management
6-2005 - 6-2006
Financial Planning Analyst at Raymond James & Associates, Inc
Education
2009 - 2011
MBA from University of Toronto
2009 - 2011
MBA from University of Toronto - Rotman School of Management
More Information
Social Presence :
Prographics :
Exp : 18
Location : Toronto, Ontario, Canada
Job Level : Middle
Designation : Senior Portfolio Manager at Tacita Capital Inc.
