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Our mission is to deliver superior performance and exemplary client service. We work closely with our clients and leverage our industry experience to deliver efficient and cost effective solutions for meeting our clients’ long-term goals.


Our Company

Our objective is to build long-term client relationships by delivering costs effective wealth management and transactional services. We specialize in providing discretionary portfolio management services designed for Canadian investors who are focused on achieving their long-term investment goals.

Our services also include facilitating transactions with qualifying Canadian investors in the prospectus exempt market and establishing cost effective investment funds for institutional clients.

Tactex Asset Management is a Canadian based wealth management firm founded in 2011. Tactex Asset Management is registered as a Portfolio Manager in all Canadian provinces, as an Investment Fund Manager in the provinces of Ontario and Quebec, and as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Ontario and Quebec.

Our Team

 

Funds & Strategies

Tactex F1 Private Equity LP

PM: Liam Cheung
The Tactex F1 Private Equity LP focuses on direct investments in cash flow positive small cap entities or start-up firms through a combination of debt, preferred shares, or common shares.
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Limpid Three Strategy Fund

PM: William A Nadeau
The Limpid Fund will invest in three portfolio strategies made up of equities, but whose management philosophy will all rigorously follow the fundamental and technical economic trends.
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Global Value Strategy

PM: Marc McQuillen
The Global Value Strategy is a strategy to improve diversification and increase the opportunity set of value investments by implementing a global investment mandate for clients.
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Intef Strategy

PM: James Bolen & Mohan Nair
The Intef strategy provides enhanced long term capital appreciation while preserving wealth during adverse market conditions using a combination of longs/shorts & tactical opportunities.
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Advice Only Service

PM: Florin Pop
Tactex offers advice-only services for the “Do It Yourself” investor. A service designed to provide you professional advice while you retain control over your account.
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Turnkey Fund Creation

White Labeled Funds
Tactex Asset Management is a fully licensed Canadian Portfolio Manager and Investment Fund Manager that can create, launch and continuously operate hosted Turnkey pooled or mutual funds.
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ETF Model Portfolios

ETF Model Portfolios
Low-cost ETF portfolios with an emphasis on tax optimization and cash flow planning.
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The Teldar Fund

The Teldar Fund
Long-short mandate.
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Press

Contact Us

Tactex Asset Management Inc.
481 Viger Suite 200
Montreal, Quebec, H2Z 1G6
info@tactex.ca

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