Individual Investors

Quality Fiduciary Care for Cross-Border Investors

Freedom to move doesn’t have to come at the expense of your investments.

A seamless approach to cross-border investment management – one that marries discretionary portfolio management with customization, consolidation and international expertise – is essential for cross-border investors focused on optimizing life’s many opportunities. 

Pacifica Partners is one of the only fiduciary investment managers offering customized fee-for-service cross-border asset management solutions for complex investment portfolios consisting of Canadian and U.S. accounts.

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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.