Our team has over 70 years' experience in the investment space, with specialized backgrounds in fintech, financial services, technology and SaaS businesses. To broaden and deepen its bandwidth, Tactico has established a high-impact venture partner board.
Rick Ness is a serial entrepreneur. Since 1995 he has been instrumental in leading 18 businesses from start up or under-performing to success. These companies have included start-ups, large private equity deals, and turn arounds. Currently Rick is a board member with three Tactico portfolio companies. Previously he served as President and CEO of numerous businesses in Finance, Fintech and E-education. He is a former member of the Quebec district counsel of the Investment Industry Regulatory Organization of Canada and a former member of the board of the Investment Industry Association of Canada. Rick is a fellow of the Dobson Centre for Entrepreneurial Studies at McGill University and a member of the Young Presidents Organization.
Dr. Liam Cheung is a seasoned investor, director and executive working with financial services and technology businesses for 25 years. Currently, Liam is the Executive Chairman of Mylo Financial Technologies and CEO of its wholly owned subsidiary Tactex Asset Management. Mylo is a major investment for Tactico and is an example where Tactico guides management with strategic issues including fund raising and technology. Liam was the Portfolio Manager of the successful Tactex F1 Private Equity fund which was a structure for Tactico’s previous investments. Prior to founding Tactico, Liam was instrumental in successfully establishing new businesses, divisions and/or initiatives for several brokerage and trading technology companies worldwide. Liam is an associate of the Society of Actuaries and holds the chartered financial analyst designation. He additionally holds a Ph.D in Economics from McGill University, as well as a M.Sc in Management and a BMath.
Philippe Leroux is a business lawyer specializing in technology and private equity. With 20 years of experience in the legal and financial services industries, Philippe provides support in structuring, negotiating and managing our private equity investments and portfolio company co-investments. Philippe also helps to oversee our portfolio companies by providing management guidance on day-today legal and regulatory issues. He is focused on establishing a sound risk-management framework and practical solutions that position our portfolio companies for growth and profitability. Philippe started his career in a private practice law firm and joined a Montreal-based broker-dealer IIROC member in 2003, where he assumed the day-to-day responsibilities for Canadian legal matters. He has significant experience advising fintech executives and senior management in regards to strategic and regulatory concerns. He represented IIROC members on various industry committees for over a decade. He is a graduate of the University de Montréal and HEC Montreal.
Maria Kotsoros is a financial controller, responsible for the overall management of Tactico since its inception in 2007. Her career began in the relocation division of Canada Trust in 1991 and since then has worked in the financial industry overseeing financial reporting, financial forecasting, financial analysis, capital commitment and treasury. Maria additionally oversees the financial management of Tactex Asset Management Inc, Pointus Partners and Mylo Financial Technologies, all of which are Tactico investments. Maria graduated from McGill University in 1987 with a B.Sc.
Tahnya Baloukas is a venture capital analyst, proficient in sourcing investment opportunities and exercising sound due diligence. Tahnya has held a consultative role for Canada’s largest securities clearinghouse, capturing information technology and analytics. Previously, she acted as a compliance analyst for Mylo Financial Technologies, responsible for ensuring that activities adhere to guidelines established by various regulatory authorities, including FINTRAC. Tahnya has also worked as a research analyst for Tactex Asset Management where she performed valuations for the Tactex F1 Private Equity Fund. She is a graduate from John Molson School of Business.
Ellis is a business development executive with 15+ years’ experience developing and managing investor relations and raising capital in Canada. Prior to Tactico, Ellis founded a Montreal-based hedge fund where, as partner, he successfully raised several millions in capital. Ellis started his career at Dundee Wealth Management and helped the firm raise upwards of $15M in assets from private clients before transitioning to TD Private Wealth, quickly becoming a driving force behind fundraising and an instrumental part of the teams at both institutions. Ellis holds a BA in Honours Psychology from Concordia University.
Kiara is an experienced marketer, brand strategist and content creator. Prior to joining Tactico, Kiara led and executed corporate and internal communications and marketing initiatives for a number of Canadian companies both in the B2B and B2C space, including an online stock trading school, a project-management firm and a sustainable fine jewelry brand. Kiara holds a Journalism Graduate Diploma from Concordia University and BA in Philosophy/Communications from McGill University.
Tactico investment products are available only to those who qualify as accredited investors and for whom venture capital investments, which are risky investments, are suitable. The terms of any specific investment in a Tactico investment product shall be governed by the constituent documents of such specific investment. Any decision to invest should be made solely in reliance upon such documents and not relying on any of the information herein.