Pacifica Partners is an established investment 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 basis, and pride ourselves in delivering excellent client service.

We service our clients' investment needs in three core areas of our practice:

  • Portfolio management for both US and Canadian clients.
  • Crossborder investment management for expatriate Americans and Canadians.
  • Institutional investment management for foundations, corporations, and other institutions.


At the heart of our practice is a focus on:

  • Non-benchmarked returns, or striving to provide positive returns in any market environment.
  • Cost effective management through the use of low-cost investment vehicles.
  • Independent decision making, that is not influenced by inducements from fund and service providers.
  • Customized portfolio solutions that are as unique as your investment needs.

 

 

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