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
$95M
Strategies
We are a platform for portfolio managers looking to build their business. Our PMs manage their own strategies and build their cl
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
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
- 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 and Alberta
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, CEO and Principal PM
Todd Bealor, Senior VP and PM
David Fortin, CCO, COO and PM
Philippe Leroux, Senior VP and Legal Counsel
Maria Kotsoros, Controllor
Louis-Philippe Cantin, Compliance Analyst
Aubin Kenné, Compliance Analyst
Tahnya Baloukas, Analyst
Benjamin Kleinberg, Analyst
Florin Pop, PM
Marc Mcquillen, PM
Mohan Nair, PM
William-André Nadeau, PM
Compliance Analyst
Louis-Philippe Cantin
lpcantin@tactex.ca
642 rue De Courcelle #404
Montreal (QC) H4C 3C5
Telephone: 5147976390
Website: www.tactex.ca
