Disclosures

The following disclosure documents are intended for both US residents and investors with US domiciled assets. The most recent version of each disclosure document can be downloaded at the links below and are as follows:

1) Form CRS disclosure brochure. To download please click here
2) ADV 2A disclosure brochure. To download please click here
3) ADV 2B disclosure brochure. To download please click here

If you have any questions about the content of our disclosure documents or require clarification, please contact us at Telephone: 1-877-576-8908 or email compliance@pacificapartners.com.

Additional information about Pacifica Partners is also available on the SEC’s website at:

www.adviserinfo.sec.gov

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.