Pacifica Partners Inc. is an independent investment boutique registered as Portfolio Managers in several Canadian provinces. As well, Pacifica Partners is licensed as a Registered Investment Advisor (RIA) with the Securities Exchange Commission (SEC) in the US. Our firm provides customized portfolio management to meet the varied needs of individual investors. Our clients are resident across Canada and the United States.
Pacifica Partners specializes in managing investments for the following types of clients:
1) Cross-border investors: These are typically investors that have invested assets domiciled in either Canada or the US or both. Likewise, these clients are typically not resident in the country where their assets are domiciled.
2) Canadian medical & dental professionals: Both practicing professionals and retirees.
3) High-net-worth individuals and families.
4) Socially Responsible Investors looking to incorporate Environmental, Social and Governance (ESG) factors into their Responsible Investment Portfolios.
Pacifica Partners Inc. is based in Surrey (Vancouver), British Columbia, Canada and operates in the US through our wholly owned subsidiary Pacifica Partners Capital Management Inc. situated in Blaine, Washington, USA.
Company Details
- Employees
- 10
- Founded
- -
- Address
- Suite 213 - 5455 152nd St., Surrey,british Columbia V3s5a5,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pacificapartners.com
- Keywords
- Segregated Portfolios, Portfolio Management, Wealth Management, Capital Management, Crossborder investing, Absolute Returns, Capital Management, Financial Planning, Retirement Planning, Investment Counsel, Asset Management, Fund Management, ESG Investing, Responsible Investing.
- HQ
- Surrey, British Columbia
Pacifica Partners Inc | Capital Management Questions
Pacifica Partners Inc | Capital Management's website is pacificapartners.com
Pacifica Partners Inc | Capital Management's LinkedIn profile is https://ca.linkedin.com/company/pacifica-partners-capital-management
Pacifica Partners Inc | Capital Management has
10 employees.
View email and phone details for 10
employees at Pacifica Partners Inc | Capital Management.
Pacifica Partners Inc | Capital Management's industry is
Financial Services
Pacifica Partners Inc | Capital Management's top competitors are
Responsive Ai,
Cpmt,
Leith Wheeler Investment Counsel Ltd.,
Delbrook Capital Advisors,
Bci,
Pembina Institute,
M.y. Capital Management Corporation,
Lycos Asset Management Inc.,
Nicola Wealth,
Genus Capital Management.
Pacifica Partners Inc | Capital Management's categories are Financial Services
Pacifica Partners Inc | Capital Management's founding year is 2008
