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Tacita Capital Inc.

CIK:0001846287
Family Office
$140M AUM
215 holdings
Toronto, ON, Canada
Founded:2005
24 employees
Latest filing:Jun 30, 2025

Tacita Capital Inc. is an independent multi-family office headquartered in Toronto, Ontario, Canada, founded in 2005. They specialize in customized, tax-optimized portfolio and wealth management for affluent and ultra-affluent Canadian families, offering services including advanced investment management and wealth planning. The firm is privately held and employs approximately 24 people, serving multi-generational high-net-worth clients across Canada.

Investment Strategy

Tacita Capital follows an evidence-based, tax-conscious investment philosophy aimed at achieving superior long-term, risk-adjusted, after-tax returns for Canadian families. Their approach integrates a wide range of asset classes, including global public equity, fixed income, and alternative assets such as hedge funds, private equity, private debt, and private real estate. The firm acts as an outsourced Chief Investment Officer, emphasizing advanced portfolio design, thorough due diligence on global investment managers, and tax management strategies tailored to the specific needs of affluent Canadian clients.

Latest 13F Filing Activity

Tacita Capital Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 214 equity positions with a total 13F market value of $156M. The fund increased holdings in Emera Inc., Ishares TR, Brookfield Corp. among other positions. Tacita Capital Inc. reduced exposure to Colliers Intl Group Inc., Primo Brands Corporation, West Fraser Timber Co. LTD among others.

Top Buys
E
EMRAFEMERA INC
+$2.6M
M
MTUMISHARES TR
+$1.3M
B
BNBROOKFIELD CORP
+$1.1M
I
IMTMISHARES TR
+$732.9K
R
RYROYAL BK CDA
+$720.2K
Top Sells
C
CIGICOLLIERS INTL GROUP INC
-$489.2K
P
PRMBPRIMO BRANDS CORPORATION
-$466.7K
W
WFGWEST FRASER TIMBER CO LTD
-$366.2K
S
SOBOSOUTH BOW CORP
-$327.0K
Q
QSRRESTAURANT BRANDS INTL INC
-$230.5K

Top Holdings

A
ACWVISHARES INC
+6.5%$10.0M
M
MTUMISHARES TR
+5.2%$8.1M
B
BNBROOKFIELD CORP
+4.6%$7.1M
V
VBRVANGUARD INDEX FDS
+4.4%$6.8M
M
MOATVANECK ETF TRUST
+3.8%$6.0M

Equity Positions (214)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES INC6.45%$10.0M84,644$101.50$118.57+$406.5K
ISHARES TR5.23%$8.1M33,872$160.94$240.32+$1.3M
BROOKFIELD CORP4.56%$7.1M114,533$32.80$61.85+$1.1M
VANGUARD INDEX FDS4.37%$6.8M34,864$147.28$195.01+$486.8K
VANECK ETF TRUST3.85%$6.0M63,834$88.28$93.79+$570.4K

Industry Allocation

OPEATORS OF NONRESIDENTIAL BUILDINGS
+6.5%
COMMERCIAL BANKS, NEC
+6.5%
ELECTRIC SERVICES
+5.4%
REAL ESTATE INVESTMENT TRUSTS
+3.7%
GOLD AND SILVER ORES
+3.0%