Nov 2022 Issue
Gurjot is our newest Portfolio Administrator supporting client needs and assisting the firm’s Portfolio Managers. Gurjot will be graduating from SFU with a business degree concentrating in Finance and International business end of this year. He is working towards his CFA designation and is preparing to write his CFA level 1 exam in the coming months.
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.