Tacita Capital Inc.

Happy holidays from all of us at Tacita Capital!

Don't miss our president and CIO Michael Nairne on Delisle Advisory Group's Beyond The Bank podcast with Andrew Auerbach. Tune in to gain valuable insights and lessons on client-centric integrated wealth management!

Our president and CIO Michael Nairne was recently featured on Delisle Advisory Group's Beyond The Bank podcast. In this episode with Andrew Auerbach, Michael shares his remarkable journey in wealth management and details his groundbreaking approach to client-centric fiduciary practices that we now employ at Tacita Capital, along with essential lessons from his storied career. Listen on Spotify below. #wealthmanagement #portfoliomanagement #leadership #podcast https://lnkd.in/gzy4vzxT

This is a critical time to revisit your allocation to U.S. equities. Read our latest column titled "It's time to re-evaluate U.S. equities allocation" by our president and CIO Michael Nairne for Investment Executive.

We're excited to hear from our Head of Portfolio Management Garnet Anderson, CPA, CA, CFA at Markets Group 8th Annual Private Wealth Canada Forum this afternoon, participating in a panel discussion: From Real Estate to Real Assets: Seeking the Best Opportunities.

Emerging Markets ("EM") broad equities slumped last month by -1.3%, retreating from a stellar September. EM's slide can be attributed primarily to falling share prices in China and Hong Kong. Stimulus measures announced by the Chinese government at the end of September, while briefly propelling EM equities to broad gains at month-end, have ultimately not been enough to lift investor sentiment over October. To receive our monthly Asset Class Returns Report and commentary, sign up at the bottom of our website!

Did You Know? 🌟 Just five stocks have powered nearly half of the S&P 500’s impressive 20% gain this year! 📈💥   At Tacita Capital, we craft customized portfolios for each client, blending tailored strategies with smart exposure to key index funds including those which track the S&P 500. That way, our clients don’t miss out on major market moving stocks while enjoying a diversified and purpose-built portfolio that pursues the financial goals that are important to them.

Our VP and Head of Portfolio Management Garnet Anderson, CPA, CA, CFA returned to BNN Bloomberg last Thursday, commenting on dividend-paying investment opportunities in a lower interest-rate environment, select REITs as a defensive element for portfolios, and more! Watch the video below.

Check out the latest column by our president and CIO Michael Nairne in Investment Executive: Enhancing portfolio construction with factor investing.

We invite you to read our latest commentary where we explore the common shortfalls lawyers face in building and managing their portfolios — and how to avoid them.