Pacifica Partners Inc., Surrey

213 5455 152Nd St.
V3S 5A5 Surrey
Bc
Phone:
6045768908 Call
Fax:
6045742096
Website:
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Updated more than 6 months ago

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Description

Pacifica Partners is an established wealth management boutique providing customized portfolio management solutions to both Canadian and US investors. We are actively involved in cross-border wealth management, provide independent and customized investment management on a fee-only (fee for service) basis, and pride ourselves in delivering excellent client service.

Company description
We are not financial planners or brokers, we are registered Portfolio Managers in Canada and Registered Investment Advisors (RIAs) in the US. We provide fiduciary care to our clients buy building custom portfolios of stocks, bonds, exchange traded funds, futures, options, and other cost effective financial instruments.
Pacifica Partners is an established wealth management boutique providing customized portfolio management solutions to both Canadian and US investors. We are actively involved in cross-border wealth management, provide independent and customized investment management on a fee-only (fee for service) basis, and pride ourselves in delivering excellent client service.

Pacifica Partners is a Portfolio Manager registered in Canada with the BC Securities Commission and several other provincial regulators. In addition, Pacifica Partners is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) in the United States.

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Keywords

Keywords:

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