A CANADIAN-BASED WEALTH MANAGEMENT FIRM FOUNDED IN 2011.

Tactex
Asset Management

Welcome to

Tactex offers a modern independent platform for portfolio managers to grow their business the way that suits them. We provide the regulatory, technological, and operational infrastructure needed for an advisor to thrive financially.

Our mission is to help Canadian advisors focus on what they do best – manage investments and client relationships. Backed by Mogo (TSX:MOGO, NASDAQ:MOGO), one of Canada’s preeminent financial technology companies, Tactex is a division of Mogo Asset Management Inc..

Tactex is an Investment Fund Manager (IFM), Portfolio Manager (PM) and Exempt Market Dealer (EMD) in Canada.

Service

Wealth Management

An individualized wealth management service for any type of investors and customizable mandates for Portfolio Managers.

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Service

Exempt Market Dealer

At Tactex Asset Management we perform a crucial role assisting foreign investment managers to distribute their alternative funds in Canada.

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Service

Advisory Services

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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Fund

Tactex Private Equity LP

The Tactex 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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Fund

Limpid Three Strategies Fund

The Limpid Fund invests in three portfolio strategies made up of equities, with a management philosophy that rigorously follows both the fundamentals and technical economic trends.

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Fund

Turnkey Fund Creation

Tactex Asset Management is a fully licensed Canadian Portfolio Manager and Investment Fund Manager that can create, launch and continuously operate Turnkey pooled or mutual funds.

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Strategy

Global Value Strategy

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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Strategy

ETF Portfolios

Low-cost ETF portfolios with an emphasis on tax optimization and cash flow planning.

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