Search found 5 matches
- Mon Dec 17, 2012 1:11 am
- Forum: Canada / United States Tax & Accounting
- Topic: cross-border investment companies?
- Replies: 8
- Views: 6851
- Mon Dec 17, 2012 1:05 am
- Forum: Canada / United States Tax & Accounting
- Topic: cross-border investment companies?
- Replies: 8
- Views: 6851
- Sun Dec 16, 2012 6:15 am
- Forum: Canada / United States Tax & Accounting
- Topic: US resident with non-registered Canadian investments
- Replies: 5
- Views: 5644
Pacifica Partners is a licensed advisor in both Canada and the US. They are capable and experienced at managing both Canadian and US domicile accounts including non-registered accounts, RRSPs, TFSAs, RESPs, 401Ks, IRAs, etc. They also provide the necessary reporting at the end of theyear to assist ...
- Sat Dec 15, 2012 8:27 pm
- Forum: Canada / United States Tax & Accounting
- Topic: evaluating niche cross-border investment firms
- Replies: 9
- Views: 9141
Pacifica Partners` team, at the time of writing this, consists of two CFAs, Four MBAs, two CFPs, and three CIMs. Everyone at their firm is over 35 but under 50. They should be around long enough to take care of most people well into retirement and yet are experienced enough to matter. Seabank has ...
- Sat Dec 15, 2012 7:55 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Recommendation for a good cross border Financial Planner
- Replies: 6
- Views: 7348
Pacifica Partners Capital Management is a registered investment advisor with the SEC and a registered Portfolio Manager in a number of Candian Provinces, including BC and Ontario.
They provide financial planning on cross border issues as well as comprehensive management of assets on both sides of ...
They provide financial planning on cross border issues as well as comprehensive management of assets on both sides of ...