Member Details

Tactex Asset Management

Tactex Asset Management (“Tactex”) provides a wealth management infrastructure platform dedicated to Canadian emerging portfolio managers looking to create and manage their own investment strategy. Liberated from this administrative burden, our independent portfolio managers can better focus on growing their books of business.

Founded

2011

Assets

$130M

Strategies

We are a platform for entrepreneurial portfolio managers looking to build their book of business.

Our experienced team serves you by identifying your goals, matching it with our capabilities, and creating a platform on which you can grow your business.

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

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.

Approach

Tactex delivers value to emerging managers in the three following lines of business:
- Supporting Portfolio Managers 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 Québec, Ontario, British Columbia, Manitoba and Alberta

Team

Liam Cheung, CEO and Principal PM
Todd Beallor, Senior VP and PM
David Fortin, CCO, COO and PM
Philippe Leroux, Senior VP and Legal Counsel
Maria Kotsoros, CFO
Louis-Philippe Cantin, Compliance Analyst
Aubin Kenné, Operations Manager
Dan Chebat, Compliance Manager & Associate PM
Jean-Francois Goyette, Portfolio Manager
Florin Pop, PM
Marc McQuillen, PM
William-André Nadeau, PM

Louis-Philippe Cantin

Compliance Analyst

Contact information

Louis-Philippe Cantin
lpcantin@tactex.ca
642 rue De Courcelle #404
Montreal (QC) H4C 3C5

Telephone: 5147976390
Website: www.tactex.ca

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