![Michael Edwards Nairne](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Michael E.
Nairne, CFA, is a President & Chief Investment Officer at Tacita Capital, Inc. He brings extensive Canadian and U.S.
investment expertise to the firm.
He takes an integrated approach to wealth management, incorporating the client’s goals, balance sheet, risk tolerance and tax situation.
Clients benefit from his in-depth understanding of complex investment management issues, as well as his knowledge of alternative investments, real estate and private equity.
He is currently a member of the Finance Committee of the Board of Governors for the Royal Ontario Museum.
Prior to co-founding Tacita Capital, he was the Chief Operating Officer of Loring Ward Inc., a family office located in New York and Los Angeles.
He was also the co-founder and Vice Chairman of Assante Corporation, Loring Ward’s original parent company.
During his tenure, Assante grew from $1 billion to over $20 billion in assets under administration including $8 billion in leading tax-managed asset allocation programs.
He was also Chief Investment Strategist and chaired the Investment Committee of a California-based asset management firm with over $4 billion in assets.
He received his undergraduate degree from the University of Manitoba.
He is a Charter Financial Analyst charterholder and member of the CFA Institute and CFA Society Toronto.
He is a Registered Financial Planner and a Certified Financial Planner.
He is also a member of the Institute of Advanced Financial Planners.
Actieve functies van Michael Edwards Nairne
Bedrijven | Functie | Begin |
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Tacita Capital, Inc.
![]() Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Oprichter | 01-01-2005 |
Eerdere bekende functies van Michael Edwards Nairne
Bedrijven | Functie | Einde |
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Loring Ward International Ltd.
![]() Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Directeur/Bestuurslid | 23-01-2009 |
Opleiding van Michael Edwards Nairne
University of Manitoba | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Loring Ward International Ltd.
![]() Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
Tacita Capital, Inc.
![]() Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Finance |