Last deal

Amount

Venture - Series Unknown

Stage

31.03.2011

Date

1

all rounds

date founded

Financing round

General

About Company
Tactex offers wealth management services to Canadian investors.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2011

Number of employees

Company Type

For Profit

Last funding type

Venture - Series Unknown

IPO status

Private

Description

Tactex Asset Management provides discretionary portfolio management services to clients in Quebec, Ontario, Alberta, and British Columbia. The company charges an annual management fee instead of commissions, aligning their interests with their clients. Tactex's portfolio managers are highly qualified professionals who manage their clients' investment portfolios according to their individual needs. The company operates mutual funds that offer high added value in terms of the risk/return ratio compared to traditional balanced funds. Tactex also offers a modern independent platform for portfolio managers to grow their business and provides the regulatory, technological, and operational infrastructure needed for advisors and fintech companies to thrive. Tactex is a division of Mogo Asset Management Inc., backed by Mogo, one of Canada's leading fintech companies.
Contacts

Contact Email

Phone number

Social url

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M&A Details
1

Transaction name

Acquired by

Moka

announced date

19.06.2017

Financials

Funding Rounds
1
1

Number of Funding Rounds

Their latest funding was raised on 31.03.2011. Their latest investor Tactico. Their latest round Venture - Series Unknown

Date 
Funding Round 
Investors 
Money Raised 
Lead 
31.03.2011
1
Co-Investors
Investors
1
0

Number of lead investors

1

Number of investors

Investor 
Lead 
Round 
Partners 
No
Venture - Series Unknown
Tactico

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Sector

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Subsector

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Keywords

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count Of Investments

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count Of Exists

6

People

Employee Profiles
11
Dave Fortin

Dave Fortin

Chief Operating Officer, Chief Compliance Officer

Louis-Philippe Cantin

Louis-Philippe Cantin

Compliance Analyst

Mohan Nair

Mohan Nair

Portfolio Manager

Marc McQuillen

Marc McQuillen

Portfolio Manager, Global Value Strategy

Florin Pop

Florin Pop

Portfolio Manager

William Andre Nadeau

William Andre Nadeau

Vice President, Portfolio Manager

Maria Kotsoros

Maria Kotsoros

Financial Controller

Liam Cheung

Liam Cheung

CEO / CCO / Portfolio Manager

Activity

Recent News
0