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Tacita Capital Inc.
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 Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACWV | ISHARES INC | 6.45% | $10.0M | 84,644 | $101.50 | $118.57 | +$406.5K |
M MTUM | ISHARES TR | 5.23% | $8.1M | 33,872 | $160.94 | $240.32 | +$1.3M |
B BN | BROOKFIELD CORP | 4.56% | $7.1M | 114,533 | $32.80 | $61.85 | +$1.1M |
V VBR | VANGUARD INDEX FDS | 4.37% | $6.8M | 34,864 | $147.28 | $195.01 | +$486.8K |
M MOAT | VANECK ETF TRUST | 3.85% | $6.0M | 63,834 | $88.28 | $93.79 | +$570.4K |
Industry Allocation
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