PACIFICA PARTNERS INC.
- 213 5455 152ND ST.
V3S 5A5 SURREY, BC
Phone: 6045768908
Fax: 6045742096
E-mail: Send messagewww.pacificapartners.com
Short profile:
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.
Detailed 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.
Keywords:
Capital Management, Wealth Management, Financial Planning, Retirement Planning, Cross border Wealth, Asset Management, Portfolio Management, Discretionary Portfolio Managers, Investment Counsel, Hedge Fund Manager, Institutional Money manager, Crossborder Capital Management, Surrey BC Capital Management, Vancouver BC Capital Management, Surrey Financial Planning, Surrey Wealth Management, Surrey Financial Planner, Vancouver Financial Planner, Vancouver Wealth Management, Vancouver Financial Planning, Langley Wealth Management, Coquitlam Financial Planner, Burnaby Wealth Management, Burnaby Capital Management, Burnaby Financial Planner, Langley Capital Management, Langley Financial Planner, Rolling 401K into IRA, Investment services for Expat Americans in the US, Managing US accounts from Canada, Crossborder corporate relocation
