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Profile
Mr. Harmish A. Naik, CFA MBA, is a Senior Portfolio Manager at Tacita Capital, Inc. He is a member of the firm’s Portfolio Management Group and provides wealth advisory and portfolio management services to the family office clients.
He is actively engaged in performing wealth and investment management research and analysis including investment due diligence and financial modelling.
Mr. Naik has over 15 years of wealth and investment management experience.
Mr. Naik was previously employed as a Junior Financial Planner by Assante Wealth Management (Canada) Ltd. and a Financial Planning Analyst by Raymond James & Associates, Inc.
He earned a Masters of Business Administration from the University of Toronto’s Rotman School of Management, with a concentration in Portfolio Management and Investment Banking.
He also has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University.
Mr. Naik is also a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
Harmish Naik active positions
| Companies | Position | Start |
|---|---|---|
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital follows an evidence-based investment philosophy with the objective of delivering superior long-term, risk-adjusted, after-tax returns to each client. The firm considers the entire universe of diverse asset classes and investment strategies. | Analyst-Equity | 2011-03-31 |
Former positions of Harmish Naik
| Companies | Position | End |
|---|---|---|
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Corporate Officer/Principal | 2009-08-31 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2006-05-31 |
Training of Harmish Naik
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital follows an evidence-based investment philosophy with the objective of delivering superior long-term, risk-adjusted, after-tax returns to each client. The firm considers the entire universe of diverse asset classes and investment strategies. | Finance |
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