• Charted Financial Analyst

    at CFA Institute

    1989 - 1992 (3 years) Ontario

  • BPHE

    at University of Toronto

    1979 - 1983 (4 years) Ontario

Services offered

  • Investment Counselling, Portfolio Management

    Takota creates and manages value-based investment portfolios focused on achieving long-term capital growth, or on generating income while preserving the potential for capital growth.

    Our investment approach practiced for now more than 30 years, is to pay close attention to how much we pay for each investment compared to its actual worth, looking for genuine value and a margin of safety.

    We offer personalized client services, a desire to build the long-term relationships that are essential for success and an investment ethic where we own the same investments as our clients – we work to build capital together.


  • English Native

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