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: 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...
- 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...
- 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...
- 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...
- 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...