Harmish Naik Email & Phone Number
Senior Portfolio Manager @ Tacita Capital Inc.
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Harmish Naik Location
- Toronto, ON, CA
Harmish Naik Work
- 2021 -now Senior Portfolio Manager @
- 2018 -2021 Director, Family Office Services @
- 2011 -2017 Associate Director, Family Office Services @
- 2010 -2010 Planning Analyst @ Tacita Capital
- 2006 -2009 Junior Financial Planner @
- 2005 -2006 Financial Planning Analyst @
Harmish Naik Education
- University of Toronto - Rotman School of Management
MBA (Finance)
2009-2011 - Wilfrid Laurier University
Hons. BBA (Finance & Economics)
2001-2005
Harmish Naik Skills
- Financial Modeling
- Financial Analysis
- Wealth Management
- Strategic Financial Planning
- Investments
- Equities
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Financial Advisory
- Mutual Funds
- Investment Strategies
- Risk Management
- Valuation
- Finance
- Business Strategy
- Fixed Income
- Securities
- Corporate Finance
- Financial Planning
Harmish Naik Summary
- Harmish Naik, based in Toronto, ON, CA, is currently a Senior Portfolio Manager at Tacita Capital Inc.. Harmish Naik brings experience from previous roles at Tacita Capital Inc., Tacita Capital and Assante Wealth Management. Harmish Naik holds a 2009 - 2011 MBA in Finance @ University of Toronto - Rotman School of Management. With a robust skill set that includes Financial Modeling, Financial Analysis, Wealth Management, Strategic Financial Planning, Investments and more. Harmish Naik has 2 emails and 1 mobile phone numbers on RocketReach.
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