Tacita Family Office

Overview

Tacita Capital combines portfolio management with broader wealth-planning services, including tax-aware decision-making, liquidity planning, estate considerations, philanthropy, and intergenerational wealth transfer.²

History

Michael Nairne and Joanne Swystun formed Tacita Capital in 2005 to bring sophisticated U.S.-style portfolio management opportunities to affluent Canadians.²

Leadership

Michael Nairne is Chief Executive Officer and Chief Investment Officer. He co-founded Tacita Capital and holds CFA, CFP®, and RFP® designations.³

Garnet Anderson is President and Head of Portfolio Management. He leads wealth advisory and portfolio management and oversees portfolio monitoring and rebalancing.³

Joanne Swystun is Vice President and Head of Wealth Management. She co-founded the firm and previously practiced tax law for more than 25 years.³

The team also includes Raven Lowden, Chief Financial Officer; Harmish Naik and James Nairne, Senior Portfolio Managers; Brian So, Portfolio Manager; and Laila Ierullo, Associate Portfolio Manager, Investment Analytics.³

Services

Tacita Capital provides portfolio construction and customized wealth management alongside liquidity planning, estate considerations, philanthropy, and intergenerational wealth-transfer support.²

The firm describes an open-architecture platform that accesses global hedge fund, private equity, private debt, and private real estate capabilities.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Private and alternative investments

Client Focus

Tacita Capital serves a limited number of Canadian multi-generational families, professionals, entrepreneurs, foundations, and independent donor-advised funds.²

Approach

The firm combines traditional, alternative, and private investments with selected third-party managers and Tacita Capital’s own investment solutions.¹

Tacita Capital describes its investment process as tax-conscious. Its methods include after-tax asset allocation, tax-aware manager selection, entity-level allocation, tax-preferred vehicles, tax-sensitive rebalancing, and tax-loss harvesting.²

Registration

The Ontario Securities Commission’s April 1, 2025 registrant list identifies Tacita Capital Inc. (NRD 23760) as an Investment Fund Manager, Exempt Market Dealer, and Portfolio Manager.⁴

FAQs

Related resources

• LocationMultifamily offices in Toronto

  This Toronto-focused page helps Canadian families compare the local multi-family office market before speaking with a firm. It provides regional context for evaluating services such as tax planning, estate planning, investment management, philanthropy, and access to private or alternative investments.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com may help business owners examine how corporate venture capital firms approach private investments and strategic portfolios. That perspective can support questions about liquidity, risk, and whether a family's investment plan should include venture or other alternative assets alongside broader wealth management.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com gives readers a way to research family offices, investors, and related market participants. Canadian families can use it to compare firm types, identify investment themes, and prepare informed questions about portfolio management, tax considerations, estate structures, and philanthropic objectives.

• GuideThe annual MFO review

  The annual MFO review offers broader information about multi-family office practices and market developments. A Canadian family considering Tacita Capital can use it to frame questions about investment oversight, tax-efficient planning, estate coordination, alternative investments, and how services may fit the needs of an affluent household.

• Similar firmsIP Private Wealth
  BC Partners in Planning Ltd.
  HNW Services Inc.

  Profiles of IP Private Wealth, BC Partners in Planning Ltd., and HNW Services Inc. provide additional points of comparison on this site. Reviewing these firms can help families assess differences in regional focus, service mix, planning approach, and the types of affluent clients each organization describes serving.

Sources

1. Tacita Capital
2. Tacita Capital Firm
3. Tacita Capital Team
4. Ontario Securities Commission registrant list, April 1, 2025

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.