Registered financial advisors in both Canada and the US – with a specialization in cross border investing for Canadians in the USA or Americans in Canada

Cross-Border resource Center: click on the icon to view

Moving to
the US?
- Investing
Information for
Canadians moving
to the US.

Cross-border
Investing:
- An informative
summary of some
of the challenges
cross-border
investors face.

Moving to
Canada?
- Investing
Information for
Americans Moving
to Canada.

We understand that Canadians and Americans face unique regulatory and tax challenges when managing assets in a country they are not resident in.

Pacifica Partners is experienced and registered to manage your assets effectively and seamlessly on either side of the Canada – US border. To learn more, download our Cross-border investing information page in the resource center above.

Partnering with the Best, to Provide You with What You Need

In order to provide comprehensive cross-border information, we partner with external professionals to handle your unique Cross-Border financial, tax and estate planning complexities. The chart below outlines what professional services our clients receive from us and can receive from our external partners.

Benefits of a Single Manager

If you are an individual with investment accounts on both sides of the border (or with various advisors) you likely deal with performance measurement and management challenges of each independent portfolio. Having the individual components of your portfolio managed as one unique entity often has benefits.

Pacifica Partners management capability includes (but is not limited to) the following common account types:

Canadian accounts:

Investment, RRSP, RESP, LIRA, RRIF

US accounts:

Investment, IRA, 401K, Roth plans, SARSEP plans, 403B plans.

Your accounts in both countries are maintained in their home currency and managed as a single account comprising two or more unique components of your total portfolio.

By doing this, we provide comprehensive management of both your US and Canadian assets, address tax issues that are unique to you, and ensure your assets are always aligned with your financial goals.

“Our goal is to take care of you on both sides of the border”

Pacifica Partners Inc. is an investment advisor registered in both Canada and with the United States Securities and Exchange Commission (SEC).