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.
Track your portfolio performance, sector exposures, position metrics and bond risk. Every portfolio is benchmarked to an appropriate market index. This helps understand how your performance fares on an ‘apples to apples’ basis as well as to troubleshoot any weaknesses.
We are held to a Fiduciary standard, meaning we are required to act in your best interest, ahead of our own. We are licensed to manage investments and provide advice for clients throughout North America and Globally. We service cross-border clients in 9 Provinces and in over 30 US States.
Clients often have portfolio positions that have built up over time with large taxable gains, or have unique circumstances reflected in their portfolio. We’ll analyze these constraints with your tax planner’s input. We transfer-in holdings as-is, and methodical adjustments are made over time to intelligently migrate your portfolio to meet your investment objectives.
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 moreInterested in a customized portfolio that matches your goals and priorities?
We provide accredited fiduciary services for professionals, families and institutions.
Learn moreLooking 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