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.
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.
Get guidance on managing your RRSP, RESP, TFSA and more during your move.Learn More
Ensure compliance with tax and investing requirements for long-term foreign residents in the U.S.Learn More
Address conversion or cross-border management of your 401K or IRA and other assets.Learn More
Get expert guidance and collaborative reporting for your cross-border assets.Learn More
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.