A CANADIAN-BASED WEALTH MANAGEMENT FIRM FOUNDED IN 2011.

Tactex
Asset Management

Welcome to

Our objective is to build long-term client relationships by delivering cost effective wealth management and transactional services.

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, Manitoba, Ontario and Quebec.

We specialize in providing discretionary portfolio management services designed for Canadian investors who are focused on achieving their long-term investment goals.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 services also include facilitating transactions with qualifying Canadian investors in the prospectus exempt market and establishing cost effective investment funds for institutional clients.

“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.”

– DR. LIAM CHEUNG, CFA, ASA, PH.D

Service

Wealth Management

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

Discover

Service

Exempt Market Dealer

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

Discover

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.

Discover

Fund

Tactex F1 Private Equity LP

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.

Discover

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.

Discover

Fund

Ait Long Short Global Macro Fund

The fundamental investment objective of the AIT Long Short Global Macro Fund is to maximize total returns while maintaining a low target beta by exploiting the skew in long-term performance between under-performing and out-performing stocks in the G10 Universe.

Discover

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.

Discover

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.

Discover

Strategy

ETF Portfolios

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

Discover