Tacita Capital Inc.

Overview

Tacita Capital Inc. is an Ontario registrant with Investment Fund Manager, Exempt Market Dealer and Portfolio Manager registrations.¹ The firm describes itself as a private, independent multi-family office based in Toronto, Canada, serving affluent and ultra-affluent families in Canada.²

History

Tacita Capital was formed in 2005 by Michael Nairne and Joanne Swystun.³

Leadership

Michael Nairne is Chief Executive Officer and Chief Investment Officer.⁴ Garnet Anderson is President and Head of Portfolio Management.⁴ Joanne Swystun is Vice President and Head of Wealth Management.⁴ Raven Lowden is Chief Financial Officer.⁴ Harmish Naik and James Nairne are Senior Portfolio Managers.⁴ Brian So is Portfolio Manager.⁴ Laila Ierullo is Associate Portfolio Manager, Investment Analytics, and Vishesh Udeshi is Associate Portfolio Manager.⁴ Matthew Febbraio is Portfolio Management Associate, and Henri Fung is Trading Analyst.⁴

Services

The firm provides advanced, tax-optimized, customized portfolio and wealth management services.² Its services include portfolio construction, tax-aware decision-making, liquidity planning, estate considerations, philanthropy and intergenerational wealth transfer.³ Tax-conscious processes include after-tax asset allocation, tax-preferred vehicles, entity-level allocation, tax-aware rebalancing and tax-loss harvesting.³

What the firm offers

• Tax planning
• Estate planning
• Philanthropy

Client focus

Tacita Capital manages investment capital for multi-generational families, successful professionals and entrepreneurs.³ It also manages portfolios for client foundations and independent Donor Advised Funds.³ The firm says it serves a limited number of families so it can understand their goals, risk profiles and circumstances deeply.³

Investment philosophy and approach

The firm says customized portfolios may use traditional, alternative and private investments, third-party managers and proprietary investment solutions.² Its open architecture includes hedge funds, private equity, private debt and private real estate opportunities.³ Tacita states that it is privately owned and not associated with any public investment company.³

FAQs

Related resources

• LocationMultifamily offices in Toronto

  This Toronto-focused page helps readers compare multi-family offices serving Canadian families and business owners. It provides regional context for assessing how services such as tax planning, estate planning, and philanthropy may fit a family's needs when considering a private, independent office like Tacita Capital.

• GuideMultifamily office services

  This overview explains the main services multi-family offices may provide, including tax planning, estate planning, and philanthropic guidance. Families considering Tacita Capital can use it to organize questions about scope, coordination, and whether an office's services match their financial and charitable priorities.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com offers directories of family offices and investors that can help readers research the broader market. Canadian families and business owners may use these listings to identify offices with relevant client profiles, compare regional options, and prepare informed questions before contacting a multi-family office.

• DataMFOs by decade founded

  This page groups multi-family offices by the decade they were founded, giving readers a way to consider differences in operating history and market context. For someone reviewing Tacita Capital, the information can support background research alongside questions about ownership, independence, services, and experience with Canadian families.

• Similar firmsFirst Affiliated Holdings Inc.
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  Profiles for First Affiliated Holdings Inc., HNW Services Inc., and IP Private Wealth provide additional comparison points on this site. Reviewing these firms beside Tacita Capital can help families and business owners assess differences in services, location, client focus, and the kinds of planning support they may seek.

Sources

1. Ontario Securities Commission, registrant list, as of 2025-09-01:
2. Tacita Capital, accessed 2026-10-23:
3. Tacita Capital, Firm, accessed 2026-10-23:
4. Tacita Capital, Team, accessed 2026-10-23:

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.