Neelam Atwal

Nov 2022 Issue

Neelam acts as our Client Services Coordinator where she supports in responding to client needs, onboarding clients, as well as assisting with the general operations of the firm. Neelam has graduated from Kwantlen Polytechnic University with a degree in Bachelor of Arts in Sociology.

Neelam has had experience working in both a small technology startup and a large retail company, where she was able to demonstrate her ability to assist clients and support her team leaders/superiors.

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.

Neelam Atwal

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Did You Know?

That 60% of the aggregate value of global stocks is comprised of US stocks?

Did You Know?

We act as Fiduciaries for our clients’ wealth?

Did You Know?

We take zero commission or trailer fees?

Did You Know?

When making investments, we deal fairly with all our clients?