Pacific Spirit Investment

Who we are

Pacific Spirit Investment Management is a leading wealth management firm serving high net worth clients in Vancouver, British Columbia. Since 1994, we have assisted clients in building and preserving their wealth through personalized portfolios, comprehensive financial planning, and unparalleled professionalism.

Our philosophy

We believe in proactive financial planning based on individual needs and goals. We tailor our strategies to your unique circumstances, ensuring you maximize your wealth potential and achieve your financial aspirations. Our philosophy is simple: if you fail to plan, you plan to fail.

1. Fee-Only Portfolio Management

• Custom portfolio construction based on your risk tolerance and goals
• Continuous portfolio monitoring and adjustments
• Transparency and open communication throughout the process

2. Wealth Management Advisory

• Comprehensive financial planning covering investments, retirement, estate planning, taxes, and insurance
• Personalized recommendations tailored to your financial situation
• Ongoing consultations and review sessions to ensure your plan remains relevant

3. Comprehensive Financial Planning

• Goal-setting and financial analysis
• Debt management strategies
• Investment portfolio review and optimization
• Insurance coverage review and recommendations
• Retirement planning and analysis

Why choose Pacific Spirit?

• Fee-only: We are transparent and charge only for the services we provide, ensuring accountability and eliminating conflicts of interest.
• Independent: We are not affiliated with any large institutions, allowing us to provide unbiased advice.
• Experienced: Our team of professionals holds industry-leading designations and boasts decades of experience in wealth management.
• Client-focused: Your success is our success. We prioritize open communication, transparency, and personalized solutions.

Our commitment

Beyond just managing your wealth, we believe in building strong relationships and fostering a positive impact in the community. We actively support local organizations and take environmental responsibility seriously.