Neelam Atwal

Nov 2022 Issue

Neelam is the Client Services Manager at the firm, where she plays a key role in delivering a seamless client experience. She oversees client onboarding, supports client service initiatives, and assists with the firm’s operational processes to ensure efficient and responsive support for clients.

Neelam holds a Bachelor of Arts in Sociology from Kwantlen Polytechnic University. Prior to joining the firm, she gained experience working in both a technology startup and a large retail organization, where she developed strong client service, communication, and team collaboration skills

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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.