pictonmahoney

VP, Tax Strategy

Toronto, Ontario · Vp

Sponsorship not specifiedDetected 8 days ago

LLMsAccessibilityTaxHRResearchLeadershipCommunicationCollaborationPublic Speaking

About the role

Managing $19.6 billion (as of June 20th, 2026) for institutional and retail clients, we navigate markets with conviction, resilience, and a forward-thinking approach.
We're more than investors we're innovators.
Succeed together, one investment at a time.

Develop frameworks and strategies to improve after-tax returns across investment portfolios and client segments.
Advise on tax implications related to product design, investment strategies, and client outcomes.
Act as a trusted resource for advisors across Canada, building credibility and presence over time.
Partner with Distribution teams in advisor meetings, conferences, roadshows, webinars, and key client events.
Support PICTON's growth objectives by strengthening advisor confidence, deepening relationships, and contributing to asset growth and net flows.
Maintain a strong pulse on advisor needs, competitive dynamics, and evolving client expectations within Canadian wealth management.
Help develop and refine PICTON's tax philosophy and advisor-facing tax narrative.
Create clear, compelling, and substantiated messaging around tax-aware investing, after-tax returns, tax-loss harvesting, and tax-efficient investment strategies.
Partner with Compliance, Legal, Marketing, and Product teams to ensure all tax-related communications are accurate, balanced, and effective.
Develop white papers, articles, videos, podcasts, presentations, and other thought leadership materials that help advisors and investors engage with tax-aware investing.

Our benefits include corporate fitness reimbursement and discounts, VersaFi memberships (formerly Women in Capital Markets), PICTON Investment Counseling and portfolio management services, volunteer and charitable donation matching, materni

At Picton Mahoney Asset Management (PICTON Investments), being alternative isn't just what we do, it's who we are.
Founded by industry pioneer David Picton, we've spent 20 years challenging conventional wisdom and redefining the investing landscape.
As one of Canada's most trusted investment brands, we are proudly independent, privately run, 100% employee-owned, and deeply committed to delivering results for our clients.
With a team of 223 bold thinkers, one-third dedicated solely to investment management, we are specialists, not generalists.
We challenge traditional investment mindsets, constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

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