"An investment team collectively working for our clients"

 

AJ Sull CFA MBA CMT
President & Chief Investment Officer
aj@pacificapartners.com 

After completing his Bachelor of Business Administration and Economics degree from Simon Fraser University, AJ began his investment career with a leading national mutual fund company. From there, AJ was recruited to the Bank of Montreal and subsequently to BMO Nesbitt Burns. Soon after AJ became a portfolio manager at a local investment firm and went on to complete his MBA in Global Asset and Wealth Management at the Segal Graduate School of Business. AJ holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) designations and possesses more than 12 years of experience within the finance industry.

 

 

 Paul Bains CFP MBA CIM
Managing Director & Portfolio Manager
paul@pacificapartners.com 

 

Paul completed his MBA in Finance and Risk Management at the Edinburgh Graduate School of Business. Paul is also a Certified Financial Planner (CFP), and has been particularly active in providing financial planning within the medical professional community. In addition, Paul is also a Canadian Investment Manager (CIM) and possesses over twenty years of experience within the investment industry. Paul has also completed level I of the CFA (Chartered Financial Analyst) program.

 

Naveen Gopal MBA CIM
Vice President Client Services 
& Associate Portfolio Manager

naveen@pacificapartners.com 
  

Naveen has varied experience in the investment industry, having been employed with a leading Canadian hedge fund firm as well as operating independently as a successful Investment Advisor at a leading British Columbia investment firm. Naveen completed his undergraduate studies with a Bachelor of Science in Biochemistry at Simon Fraser University, as well as an MBA in Global Asset and Wealth Management at the Segal Graduate School of Business. Naveen is currently a CFA (Chartered Financial Analyst) Level II candidate and a Canadian Investment Manager (CIM).
 

 

Aman Bhangu MBA 
Vice President Research  

aman@pacificapartners.com
 

 

Aman completed his Bachelor of Science degree in Mathematics at Simon Fraser University, as well as an MBA in Global Asset and Wealth Management at the Segal Graduate School of Business. Aman is currently a CFA (Chartered Financial Analyst) Level III candidate and possesses several years of experience in the construction and utilization of quantitative modeling. He has been employed as a Statistical Analyst for Simon Fraser University, and as an Investment Analyst & Equity Trader for a Vancouver based institutional investment firm.

  

Marc Vella BA CFP CIM

Associate Portfolio Manager  
marc@pacificapartners.com
 

Marc completed his Bachelor of Arts degree from Thomas Aquinas College in California and worked as an Investment Advisor for both Canadian and US based investment firms. Marc is a Certified Financial Planner (CFP), a Canadian Investment Manager (CIM), and has completed Level I of the CFA program.  He has over 15 years of experience in the financial services industry.

 

 

 

Please contact us or visit our 
Frequently Asked Questions page to learn more.  

Crossborder Planning of your Canadian and US Portfolio

To view our market commentary please visit our Pacifica Perspectives blog.

About Us