Gurjot Sidhu

Nov 2022 Issue

Gurjot is a CFA charterholder and Investment & Portfolio Analyst at Pacifica Partners, where he supports the firm’s investment research, portfolio management, and client advisory initiatives. Working closely with the firm’s Chief Investment Officer, he helps evaluate investment opportunities, conduct market and security research, and contribute to portfolio strategy and investment decision-making.

Gurjot holds a Bachelor of Business Administration from Simon Fraser University, with concentrations in Finance and International Business. He has a strong interest in capital markets and portfolio management and is passionate about helping clients navigate investment decisions and achieve their long-term financial goals.

Tags

China
interest rates
economy
housing
USA
Vancouver
Newsletter
Europe
debt
Japan
markets
investor
stimulation
S&P 500 Revenues
2015 Fall
Yield Curve
US economy
us consumers
growth
auto
recovery
Mexico
NIRP
profit
loans
savings
large mortgages
G20 Summit
US debt
NATO
Clinton
Germany
BNN
Brazil
BRIC
Canadian economy
capital management
commodity
Crossborder
economic growth
election
equities
unemployment rate
housing bubble
India
Inflation
Obama
oil
Pacifica Partners
Recession

Archives

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.