Pacifica Partners Inc., Surrey, BC

Pacifica Partners Inc.
213 5455 152ND ST.
V3S 5A5 Surrey
BC
(604) 576-8908
(604) 574-2096
+1 877-576-8908

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.
Keywords:
Financial Planning, Financial Planners, Asset Management, Retirement Planning, Wealth Management, Portfolio Management, Investment Counsel, Capital Management, Crossborder Corporate Relocation, Discretionary Portfolio Managers, Hedge Fund Manager, Cross Border Wealth, Managing us Accounts from Canada, Investment Services for Expat Americans In The us, Vancouver Bc Capital Management, Institutional Money Manager, Surrey Bc Capital Management, Rolling 401K into Ira, Crossborder Capital Management
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