Backed by Mogo (TSX: MOGO, NASDAQ: MOGO), one of Canada’s preeminent financial technology companies, our mission is to help Canadian advisors focus on what they do best – manage investments and client relationships. We provide the regulatory, technological, and operational infrastructure needed for an advisor to thriving financially.
Founded
2011
Assets
$300M
Strategies
We offer a modern independent platform for portfolio managers to grow their business in the way that suits them.
We provide the regulatory, technological, and operational infrastructure needed for an advisor to thriving financially.
Our goal is to alleviate the bureaucratic burden faced by emerging portfolio managers, whether they want to create a fund or choose to manage their client accounts on a separately managed basis. Our expertise is in delivering effective and cost-efficient solutions that allow us to grow with you in the long term while you meet attain your business objectives.
Philosophy
Tactex delivers value to emerging managers in the following lines of business:
- Supporting Advisors with retail and institutional clients in all Canadian Provinces and Territories
- Creating and managing investment funds based in Québec or Ontario, acting as Investment Fund Manager
- Acting as Exempt Market Dealer in major Canadian provinces
Approach
Our goal is to alleviate the bureaucratic burden faced by emerging portfolio managers, whether they want to create a fund or choose to manage their client accounts on a separately managed basis. Our expertise is in delivering effective and cost-efficient solutions that allow us to grow with you in the long term while you meet attain your business objectives.
Team
Liam Cheung, Chairman & Portfolio Manager
David Fortin, CEO & UDP
Noah Billick, CCO & Legal Counsel
Maria Kotsoros, CFO
Todd Beallor, Sr VP and PM
A. Kenné, Sr Manager, Ops
Louis-Philippe Cantin, Ops Manager
Sam Oubadia, PM
Mahmoud Shaker, Compliance Officer
Florin Pop, PM
Marc McQuillen, PM
William-André Nadeau, PM
Sheehan Burns, PM
Beiwang Huang, PM
Caroline Maughan, Associate PM
Operations Manager
Louis-Philippe Cantin
[email protected]
642 rue De Courcelle , PH5
Montreal (QC) H4C 3C5
Website: http://tactex.ca/
