senior portfolio manager at tacita capital inc @ Tacita Capital Inc.
Toronto, Ontario, Canada
Harmish Naik
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University of Toronto - Rotman School of Management
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FlashIntel GPTHarmish Naik is an experienced professional with 18.4 years of work experience. He is currently working as a Senior Portfolio Manager at Tacita Capital Inc. in Canada-Ontario-Toronto. Prior to this, he held various positions at the same company, including Director of Family Office Services and Senior Portfolio Manager. He also has experience as a Planning Analyst and Junior Financial Planner at CI Assante Wealth Management. Harmish Naik has a strong background in financial services and has worked with a wide range of clients, including individuals, small businesses, and large corporations.
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Emails and Phone Numbers
Work Experience
Senior Portfolio Manager
Director Of Family Office Services
senior portfolio manager at tacita capital inc
Financial Services
Harmish Naik's Professional Milestones
- senior portfolio manager at tacita capital inc (2011-04-01~2017-12-01): Successfully managed and executed global portfolios, exceeding client expectations and driving profitability.
- Junior Financial Planner (2006-09-01~2009-09-01): Assisted in financial planning, becoming a trusted expert in financial analysis.
Education
Finance
2009-2011Certification
Colleagues
Joanne Swystun
vice president director of wealth planning at tacita capital inc
Garnet Anderson, CPA, CA, CFA
Vice President | Senior Portfolio Manager
Garnet Anderson
Vice President | Portfolio Manager
Alexander Nairne
marketing manager at tacita capital inc
Michael Nairne
president and chief investment officer at tacita capital inc
Other Named Harmish Naik
Frequently asked questions
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Harmish Naik works for Tacita Capital Inc.
Harmish Naik's role in Tacita Capital Inc. is senior portfolio manager at tacita capital inc
Harmish Naik works in the industry of Financial Services
Harmish Naik's colleagues are Joanne Swystun,Garnet Anderson, CPA, CA, CFA,Garnet Anderson
Harmish Naik's latest job experience is senior portfolio manager at tacita capital inc at Tacita Capital Inc.
Harmish Naik's latest education in University of Toronto - Rotman School of Management
