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
$240M
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 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
Team
Liam Cheung, CEO and Principal PM
Todd Beallor, Sr VP and PM
David Fortin, CCO, COO and PM
Philippe Leroux, Sr VP and Legal Counsel
Maria Kotsoros, CFO
Louis-Philippe Cantin, Ops Manager
A. Kenné, Ops Manager
Dan Chebat, Compliance Manager & PM
Jean-Francois Goyette, PM
Florin Pop, PM
Marc McQuillen, PM
William-André Nadeau, PM
Sheehan Burns, PM
Beiwang Huang, PM
B. Kleinberg, Associate PM
Operations Manager
Louis-Philippe Cantin
lpcantin@tactex.ca
642 rue De Courcelle #404
Montreal (QC) H4C 3C5
Telephone: 5147976390
Website: www.tactex.ca
