A Customized
Approach to Managing
Your Investments

Dynamic strategies and investment discipline power our personalized investment solutions.

We invest in individual stocks in U.S. and Canadian markets, as well as global stocks via American Depository Receipts (ADRs) according to our clients’ individual needs and preferences.

As fiduciaries and independent wealth managers, we maintain unbiased market research and true best-efforts execution by evaluating research from the world’s largest financial institutions and brokerages before making any decisions about your portfolio.

We evaluate every potential investment using four types of investment analysis:

  • We study a company’s accounting metrics to look for underpriced investment ideas.
  • We determine patterns, trends and potential turn-around stocks.
  • We identify out-of-favor investment ideas and market or sector extremes.
  • We examine how different markets interact, for example how a change in the currency markets can affect gold prices.

We also use data-feeds to build and maintain our own models.

By applying investment discipline, we’re able to manage risk

Investing in public markets always carries a measure of risk alongside potential rewards. We actively manage the risks to mitigate downsides and maximize the potential for returns. We also work with brokers who offer the best price and most cost-effective execution.

For clients who require the active preservation of capital to ensure their retirement plans remain on track, we use methods to move cash to the sidelines in the event of a market breakdown.

Get to know our investment process

We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth.

Individual Investors

Get customized fee-for-service cross-border asset management solutions for your complex investment portfolio.

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Responsible Investing

Get customized fee-for-service cross-border asset management solutions for your complex investment portfolio.

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Foundations/Institutions

Get customized fee-for-service cross-border asset management solutions for your complex investment portfolio.

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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.