Cross-Border Investors

Canadians Relocating to the U.S.

Strategic management of TFSAs, RRSPs, RESPs and Canadian real estate investments.

For Canadian residents moving to the U.S., we offer a seamless and consolidated approach to cross-border investment management with strategic management or transfer of your TFSA, RESP, RRSP and Canadian real estate. 

We’ll ensure you understand the tax and legal implications of your cross-border investments, and create a plan to transfer, manage and optimize your investment portfolio, taking future moves into account.

Book a Complimentary Consultation

Did You Know?

That 60% of the aggregate value of global stocks is comprised of US stocks?

Further, the best international companies list their stock on US exchanges. To get international exposure for our clients, we invest in companies that do business around the world.

Did You Know?

We act as Fiduciaries for our clients’ wealth?

A fiduciary is an individual or organization who has a legal duty to act in the best interest of someone else They must avoid and disclose conflicts of interest. At Pacifica Partners, we may only buy or sell investments that are the best fit for clients.

Did You Know?

We take zero commission or trailer fees?

Our fees are calculated on the amount you have invested and it is invoiced so that you can clearly see how it is calculated and charged. We do not receive any fees, inducements or payments from anyone else.

Did You Know?

When making investments, we deal fairly with all our clients?

Each client gets the same share price, without regard for how much they have invested with us or when they became a client.