Tactex Asset Management

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.

Tactex delivers value to emerging managers in the 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 New Brunswick and Alberta