AJ Sull

Nov 2022 Issue

After completing his Bachelor of Business Administration and Economics degree from Simon Fraser University, AJ began his investment career with a leading national mutual fund company. From there, AJ was recruited to the Bank of Montreal and subsequently to BMO Nesbitt Burns. Soon after AJ became a portfolio manager at a local investment firm and went on to complete his MBA in Global Asset and Wealth Management at the Segal Graduate School of Business.

AJ holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) designations and possesses more than 12 years of experience within the finance industry. As part of his role at Pacifica Partners, AJ provides a periodic column for the Financial Post and provides financial market commentary on the Business News Network (BNN).

Tags

China
interest rates
economy
housing
USA
Vancouver
Newsletter
Europe
debt
Japan
markets
investor
stimulation
S&P 500 Revenues
2015 Fall
Yield Curve
US economy
us consumers
growth
auto
recovery
Mexico
NIRP
profit
loans
savings
large mortgages
G20 Summit
US debt
NATO
Clinton
Germany
BNN
Brazil
BRIC
Canadian economy
capital management
commodity
Crossborder
economic growth
election
equities
unemployment rate
housing bubble
India
Inflation
Obama
oil
Pacifica Partners
Recession

Archives

View All Your Accounts in One Place.

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.

Next-level Portfolio Benchmarking & Analytics.

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.

Our Fiduciary Duty.

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.

Portfolio Migration Made Easy.

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.