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.

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