Search found 5 matches

by RealProf
Mon Dec 17, 2012 1:11 am
Forum: Canada / United States Tax & Accounting
Topic: cross-border investment companies?
Replies: 8
Views: 5622

Pacifica Partners doesn't require nor advocate shifting assets across borders in most situations. Instead they manage Canadian domiciled assets in Canada and US domicile assets in the US. They will look at your potential tax liabilities and ongoing tax reporting burdens before deciding an appropriat...
by RealProf
Mon Dec 17, 2012 1:05 am
Forum: Canada / United States Tax & Accounting
Topic: cross-border investment companies?
Replies: 8
Views: 5622

Pacifica Partners doesn't require nor advocate shifting assets across borders in most situations. Instead they manage Canadian domiciled assets in Canada and US domicile assets in the US. They will look at your potential tax liabilities and ongoing tax reporting burdens before deciding an appropriat...
by RealProf
Sun Dec 16, 2012 6:15 am
Forum: Canada / United States Tax & Accounting
Topic: US resident with non-registered Canadian investments
Replies: 5
Views: 4656

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 y...
by RealProf
Sat Dec 15, 2012 8:27 pm
Forum: Canada / United States Tax & Accounting
Topic: evaluating niche cross-border investment firms
Replies: 9
Views: 7247

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 on...
by RealProf
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: 6099

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 th...