evaluating niche cross-border investment firms
Moderator: Mark T Serbinski CA CPA
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evaluating niche cross-border investment firms
I am contemplating a move from the US back to Canada. I am a Canadian citizen with a significant investment in both retirement and non-retirement accounts.
From previous posts/answers, I have been investigating the niche players in cross-border investments. e.g. Pacifica Partners, Seabank Capital, and Maquarie (which bought Blackmont, I believe).
Aside from the obvious fee comparisons, how does one research such companies? How do I verify that they are reputable?
I know some basic mainstream investment strategies (e.g. prefer low-cost, index mutual funds over load funds), but I'm no expert. Because of the small segment for this market, it is hard to research the niche of cross-border investments.
What would you consider?
thanks
M.
From previous posts/answers, I have been investigating the niche players in cross-border investments. e.g. Pacifica Partners, Seabank Capital, and Maquarie (which bought Blackmont, I believe).
Aside from the obvious fee comparisons, how does one research such companies? How do I verify that they are reputable?
I know some basic mainstream investment strategies (e.g. prefer low-cost, index mutual funds over load funds), but I'm no expert. Because of the small segment for this market, it is hard to research the niche of cross-border investments.
What would you consider?
thanks
M.
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I've worked with the guys at Pacifica and can definitely vouch for their level of cross border investment knowledge and client service.
Hope that helps
Phil
Hope that helps
Phil
Phil Hogan, CA, CPA (Colorado)
Cross-border investment advisor
http://philhogan.com
250-661-9417
Victoria BC
Cross-border investment advisor
http://philhogan.com
250-661-9417
Victoria BC
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Also, don't forget about Dan Walkow in Whiterock BC.
Dan Walkow
1-604-630-8701
Seabank Capital
Dan Walkow
1-604-630-8701
Seabank Capital
Phil Hogan, CA, CPA (Colorado)
Cross-border investment advisor
http://philhogan.com
250-661-9417
Victoria BC
Cross-border investment advisor
http://philhogan.com
250-661-9417
Victoria BC
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- Posts: 23
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How much do you need to invest?
Phil
Phil
Phil Hogan, CA, CPA (Colorado)
Cross-border investment advisor
http://philhogan.com
250-661-9417
Victoria BC
Cross-border investment advisor
http://philhogan.com
250-661-9417
Victoria BC
As the thread implies, they are niche market simply because Joe at your local Cdn bank is forbidden to deal with many of the cross-border issues -- never mind qualified -- raised here.
Obviously vigilence is always required on the part of any investor.
At least with 2 players in the market place, you have a choice.
There are not many others however.
Obviously vigilence is always required on the part of any investor.
At least with 2 players in the market place, you have a choice.
There are not many others however.
nelsona non grata. Non pro. Please Search previous posts, no situation is unique as you might think. Happy Browsing
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Yes they are niche markets. I already irreversibly screwed up most of my cross-border stuff (because I didn't read this forum before moving) so 90% of what I need is general good management of my savings. For choosing Pacifica or Seabank I think at the end of the day I don't really know how to choose an investment advisor. So the fact that there are only two choices in some ways makes it easier. I just wonder if anyone has experience and can tell me that yes, they'll take good care of money. Or Pacifica is just 5 guys and 3 years as a firm and that should be a big red warning sign to me. Or something like that. I'll be investing like $200k.
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 one advisor and he is nearing retirement age.
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