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.
Pacifica clients can see all their US and Canadian investment accounts through our portal, with a unified view at the account level or portfolio household level. Easily track your exposure, income, returns and gain-loss data in either CAD or USD. See your bottom line in either currency.
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.
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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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Looking to align your investments with your values?
We offer rigorous ESG investing options for sustainable and socially minded investors.
Learn moreA 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
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