Sophisticated Solutions for Investors
on the Move

A consolidated approach to cross-border asset management.

Moving between Canada and the U.S. (or further afield) creates unique investment and wealth management challenges. Expert guidance and asset management are key to optimizing your investments over the long term.

We’re one of the only fiduciary investment managers offering customized cross-border asset management solutions for complex investment portfolios through a single consolidated platform.

From RRSPs and TFSAs to 401Ks and IRAs

Seamless portfolio management of Canadian and U.S. accounts - including the management of RRSPs, TFSAs, 401Ks, IRAs and government pension plans - is only possible via licensed cross-border wealth managers like Pacifica Partners.

We operate in your best interests to ensure you get advice and oversight tailored to your unique circumstances, so that your American and Canadian investments work well together.

No matter which side of the border you're on - and for how long - we'll ensure the right investments are made in the right places, help you understand currency risk, reporting and tax implications, and offer aggregated access under a single, consolidated dashboard for easy management.

Canadian Residents Moving to USA

Get guidance on managing your RRSP, RESP, TFSA and more during your move.

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Canadians Living in USA

Ensure compliance with tax and investing requirements for long-term foreign residents in the U.S.

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American Residents Moving to Canada

Address conversion or cross-border management of your 401K or IRA and other assets.

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Americans Living in Canada

Get expert guidance and collaborative reporting for your cross-border assets.

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