Transferring Your IRA or 401K to an RRSP
When moving between Canada and the USA, there are common challenges that individuals often...
Bridging Crossborder Investment
PortfoliosPacifica Partners is an independent investment manager providing customized portfolio solutions. As trusted stewards of our clients' wealth we service the needs of Canadian, US and expatriate investors.
Why Pacifica?
We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth. We know that above all, when you ask us to manage your wealth, it is not just a portfolio of stocks and bonds. It is the product of many years of hard work and painstaking savings. And we understand that it is your basis for a fulfilling retirement, a meaningful gift or a specific target or goal.
We Serve Clients In:
6
Countries
24
states in USA
8
provinces in canada
Our Services
- Cross Border Investment Solutions
- Fee for service: no third party inducements
- Growth, Income and Balanced Strategies
- Customized Client Portfolios
Our Commitment
- Fiduciary Duty: Clients always come first
- We subscribe to the CFA Code of Ethics
- Full transparency on costs and activities
- 24-hr response to client requests
Blog
COVID-19: Paving an Uneven Path to Recovery
In this issue Global economy gripped in a historic downturn World’s first “forced rece...
COVID-19: Charting A Path Forward
In this issue Current economic & market conditions Using market history as a guide to ...
The Futility of Forecasting
In this issue Market forecasts do not have a great record Markets are impacted by too many...