VP, Tax Strategy

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One of Canadas Most Trusted Investment Brands.

At Picton Mahoney Asset Management (PICTON Investments)being alternative isnt just what we do its who we are.

Founded by industry pioneer David Picton weve spent 20 years challenging conventional wisdom and redefining the investing landscape. As one of Canadas most trusted investment brands we are proudly independent privately run 100% employee-owned and deeply committed to delivering results for our clients.

Thinking Alternatively is in Our DNA.

With a team of 223 bold thinkers one-third dedicated solely to investment management we are specialists not generalists. Managing $19.3 billion (as of July 31 2026) for institutional and retail clients we navigate markets with conviction resilience and a forward-thinking approach.

Were more than investors were innovators. We challenge traditional investment mindsets constantly pushing the boundaries to achieve our mission: To bring greater certainty to investors.

Our success is built on four guiding principles:

• Treat investors money like our own.
• Redefine the way investors invest.
• Be human always approachable.
• Succeed together one investment at a time.

These arent just words. They define how we think how we invest and how we work.

Now were entering our next chapter. Were transforming our brand and reshaping the way the world invests. If you think alternatively embrace an entrepreneurial spirit and thrive in a dynamic bureaucracy-free environment join us and be part of whats next.

Thriving in Our Entrepreneurial Culture

At PICTON Investments youll thrive in our creative and dynamic workplace where collaboration and support are at the core of everything we do. At our firm youll have the opportunity to take on significant responsibilities work in a flexible environment and tackle challenging projects from the outset. Our culture is designed for ambitious professionals who want to make an immediate impact while continuing to push boundaries and achieve our greater mission. Youll be empowered with a high level of responsibility trust and flexibility providing an exciting and creative space for you to help reshape how the world views alternative investments. With competitive total rewards performance-based bonuses and a clear path for career growth youll have everything you need to develop both now and over the longer term.

Role Summary

The VP Tax-Strategy is responsible for helping to shape and advance the firms tax philosophy tax-aware investment capabilities and advisor-facing tax narrative.

This role sits at the intersection of Investments Distribution Product Marketing and Compliance. The VP Tax-Strategy will help PICTON deliver better after-tax outcomes for Canadians while building advisor confidence in tax-efficient investing a mandate that is growing in importance as clients demand more personalized after-tax-focused portfolio solutions.

The role serves three core mandates:

• Retail Distribution: Act as a trusted resource who supports advisors with practical evidence-based tax strategies and compelling educational content.
• Investment Portfolios: Partner closely with Investment teams to ensure discretionary portfolios and new product development incorporate tax efficiency and after-tax outcomes as core design principles.
• Firm Tax Narrative: Contribute to developing and evolving PICTONs tax messaging helping advisors and investors clearly understand how tax-aware investing improves outcomes while ensuring all communications are substantiated and compliant.

The ideal candidate brings strong technical grounding in tax and investments the ability to communicate complex ideas clearly and the judgment to navigate a regulated environment.

Key Responsibilities

Tax-Aware Investment Leadership

• Serve as a key subject matter expert on tax-aware investing and after-tax portfolio outcomes.
• Develop frameworks and strategies to improve after-tax returns across investment portfolios and client segments.
• Partner with Portfolio Management teams to incorporate tax efficiency into portfolio construction asset location capital gains management and income strategies.
• Advise on tax implications related to product design investment strategies and client outcomes.
• Stay current on Canadian tax legislation CRA guidance and emerging trends assessing implications for clients portfolios and the firms investment offerings.
• Apply expertise across income tax strategies wealth transfer planning estate considerations concentrated positions and registered account optimization.

Advisor & Distribution Leadership

• 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.
• Develop practical tools insights and educational materials that help advisors communicate the value of tax-aware investing to their clients.
• Support PICTONs 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.

Tax Narrative & Thought Leadership

• Help develop and refine PICTONs 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.
• Represent PICTON at industry conferences client events and in media with the opportunity to grow into a recognized industry voice.

Product Innovation

• Partner with Product and Investment teams to develop and evolve tax-aware investment solutions including:
• Direct indexing and personalized portfolios
• Tax-loss harvesting strategies
• Tax-efficient income solutions
• After-tax performance analytics
• New tax-aware portfolio construction methodologies
• Evaluate emerging technologies research and industry best practices related to tax optimization and personalization.

Experience & Qualifications

• CPA CA TEP or LLM tax designation preferred.
• Strong knowledge of Canadian personal taxation investment taxation and tax-efficient portfolio construction.
• Strong working knowledge across income tax strategies wealth transfer planning estate planning trust structures registered accounts and concentrated position solutions.
• Strong understanding of portfolio management wealth management and investment products including alternatives.
• Experience working with advisors investment firms portfolio managers or high-net-worth clients.
• Demonstrated ability to translate complex technical concepts into clear actionable insights for advisors and investors including in live settings.
• Strong written and verbal communication skills; experience creating content or speaking publicly is an asset
• Experience partnering with Compliance and Marketing teams to develop advisor- and investor-facing communications within a regulated environment.
• An existing or developing profile through speaking writing or industry contributions is an asset.

Additional Considerations

• Ability and willingness to travel extensively in support of advisor and client engagement.
• Existing industry registration or ability to obtain registration if required.
• French bilingual capability is a meaningful asset given PICTONs advisor and client presence in Québec.

What Success Looks Like

The strongest candidates for this role are not simply tax experts. They are trusted partners to Investment teams credible voices in front of advisors and strategic collaborators with Distribution who can help shape how the firm speaks about tax-aware investing.

Success will come from combining strong technical judgment with the ability to communicate clearly and influence across audiences. This person should be able to translate complex tax concepts into practical compelling insights that help advisors and investors understand why tax-efficient investing matters and how it can improve long-term outcomes.

Our Commitment to Employees

AtPICTON Investments we take pride in enhancing our employees experiences through a comprehensive suite of exceptional perks and programs. 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 maternity and parental leave top-up recognition awards semi-annual performance bonuses a generous annual vacation entitlement (minimum of 15 days per year) training and development reimbursement extensive health and dental benefits a healthcare spending account and more.

These offerings are designed to support your career growth well-being and overall success. Join us and thrive in an environment that values and invests in you!

PICTON Investments is committed to providing an equitable and fair work environment for everyone and all hiring and other personnel actions will be taken without regard to race colour creed religion sex disability gender identity gender expression family status age language or national origin. We welcome applications from candidates with diverse experiences globally. Canadian experience is not required. If you require an accommodation at any point in time throughout the application and hiring process please contact Human Resources at or at.

PICTON Investmentsdoes not accept unsolicited resumes emails calls or any other form of communication from third-party recruitment agencies. Any unsolicited outreach including commercial electronic messages will neither be acknowledged nor considered.

Please note: We use AI-assisted tools to support parts of our recruitment process including summarizing interview notes and aligning candidate profiles with job requirements. All decisions are made by our hiring team.

Required Experience:

Senior Exec