Profiel
Mr. Harmish A.
Naik, CFA MBA, is an Associate Director at Tacita Capital, Inc. He is a member of the firm’s Portfolio Management Group and provides wealth advisory and portfolio management services to our Family Office clients.
He is actively engaged in performing wealth and investment management research and analysis, and in the design of client portfolios.
He has over 10 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.
Harmish is also a Chartered Financial Analyst charterholder and a Certified Financial Planner professional.
Actieve functies van Harmish Naik
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-04-2011 |
Eerdere bekende functies van Harmish Naik
| Bedrijven | Functie | Einde |
|---|---|---|
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Corporate Officer/Principal | 01-09-2009 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Corporate Officer/Principal | 01-06-2006 |
Opleiding van Harmish Naik
| University of Toronto | Masters Business Admin |
| Wilfrid Laurier University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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 |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante Wealth Management (Canada) Ltd. (Assante) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1995 and is a subsidiary of CI Investments, Inc., ultimately owned by CI Financial Corp. (TSX: CIX). Assante provides integrated wealth management services to individuals, families and businesses throughout Canada. | Finance |
