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