Tailored Wealth Management for
Canadians, Americans & Expatriates

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.

Did You Know?

That 60% of the aggregate value of global stocks is comprised of US stocks?

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.

Did You Know?

We act as Fiduciaries for our clients’ wealth?

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.

Did You Know?

We take zero commission or trailer fees?

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.

Did You Know?

When making investments, we deal fairly with all our clients?

Each client gets the same share price, without regard for how much they have invested with us or when they became a client.

Discover Our Full Range of Professional Wealth Management Services

We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth.

Cross-border Investors

Canadian moving abroad? American residing in Canada?

Get knowledgeable cross-border wealth management expertise no matter where you – and your investments – live.

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Investment Management

Interested in a customized portfolio that matches your goals and priorities?

We provide accredited fiduciary services for professionals, families and institutions.

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Responsible Investing

Looking to align your investments with your values?

We offer rigorous ESG investing options for sustainable and socially minded investors.

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Reap the Benefits of a Consolidated Approach to Cross-border Investment Management

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