Enjoy the benefits of having a team of experienced investment managers working together to build your wealth.
Pacifica Partners is an independent boutique serving clients throughout North America, with the guiding principle of stewarding our clients’ investments as we would for ourselves.
Our investment philosophy blends a fusion of fundamental, technical, and behavioral analysis to construct and manage portfolios, with advanced proprietary analytics to ensure your investment goals stay on track.
Further, the best international companies list their stock on US exchanges. To get international exposure for our clients, we invest in companies that do business around the world.
A fiduciary is an individual or organization who has a legal duty to act in the best interest of someone else They must avoid and disclose conflicts of interest. At Pacifica Partners, we may only buy or sell investments that are the best fit for clients.
Our fees are calculated on the amount you have invested and it is invoiced so that you can clearly see how it is calculated and charged. We do not receive any fees, inducements or payments from anyone else.
Each client gets the same share price, without regard for how much they have invested with us or when they became a client.
We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth.
Canadian moving abroad? American residing in Canada?
Get knowledgeable cross-border wealth management expertise no matter where you – and your investments – live.Learn more
Interested in a customized portfolio that matches your goals and priorities?
We provide accredited fiduciary services for professionals, families and institutions.Learn more
Looking to align your investments with your values?
We offer rigorous ESG investing options for sustainable and socially minded investors.Learn more
A cross-border account offers unique investment opportunities with the right management team.
Fee-only discretionary management with full transparency of fees and activities
Professional collaboration of US and Canadian investments
Management of currency issues and matching currency with future cash flow needs
Comprehensive tax reporting (for both Canadian and U.S. returns) as well as meaningful tax and estate planning information
Guidance on the unique opportunities and risks that come with having cross-border investments