Harmish Naik
Senior Portfolio Manager at Tacita Capital Inc.
📍 Toronto, Ontario, Canada
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.
Read the full overview →Experience
18 Years
Current Role
Senior Portfolio Manager
Job Level
Middle
Location
Toronto, Ontario, Canada
Personality Overview
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Priorities
Topics Harmish cares 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.
Career
Work history
10-2021
Senior Portfolio Manager
Tacita Capital Inc.
1-2018 - 10-2021
Director, Family Office Services
Tacita Capital Inc.
4-2011 - 12-2017
Associate Director, Family Office Services
Tacita Capital Inc.
6-2010 - 9-2010
Planning Analyst
Tacita Capital
9-2006 - 9-2009
Junior Financial Planner
Assante Wealth Management
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2009 - 2011
MBA
University of Toronto
2009 - 2011
MBA
University of Toronto - Rotman School of Management
Social presence
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