Sophisticated Solutions for Investors
on the Move

A consolidated approach to cross-border asset management.

Moving between Canada and the U.S. (or further afield) creates unique investment and wealth management challenges. Expert guidance and asset management are key to optimizing your investments over the long term.

We’re one of the only fiduciary investment managers offering customized cross-border asset management solutions for complex investment portfolios through a single consolidated platform.

From RRSPs and TFSAs to 401Ks and IRAs

Seamless portfolio management of Canadian and U.S. accounts - including the management of RRSPs, TFSAs, 401Ks, IRAs and government pension plans - is only possible via licensed cross-border wealth managers like Pacifica Partners.

We operate in your best interests to ensure you get advice and oversight tailored to your unique circumstances, so that your American and Canadian investments work well together.

No matter which side of the border you're on - and for how long - we'll ensure the right investments are made in the right places, help you understand currency risk, reporting and tax implications, and offer aggregated access under a single, consolidated dashboard for easy management.

Canadian Residents Moving to USA

Get guidance on managing your RRSP, RESP, TFSA and more during your move.

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Canadians Living in USA

Ensure compliance with tax and investing requirements for long-term foreign residents in the U.S.

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American Residents Moving to Canada

Address conversion or cross-border management of your 401K or IRA and other assets.

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Americans Living in Canada

Get expert guidance and collaborative reporting for your cross-border assets.

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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.