Business Details
32 Years
experience
Your Trusted Partner for Wealth Management in Vancouver
Pacific Spirit Investment Management has been a trusted leader in wealth management since 1994, dedicated to helping high-net-worth clients build and preserve their financial futures. Our team of experts, holding CPA, CFA, and CFP designations, delivers personalized portfolio management and comprehensive financial planning tailored to individual goals. We prioritize fee-only, independent advice, ensuring no conflicts of interest while integrating tax considerations into every decision. Our proprietary investment process focuses on long-term growth through proven companies with strong management.Community involvement and environmental stewardship are core values, including carbon-neutral operations and support for local nonprofits. With decades of combined experience, we provide tailored solutions for retirement, estate planning, and insurance reviews. Client trust is paramount, reflected in our transparent communication, regular portfolio reviews, and commitment to exceeding expectations. Our reputation as Vancouvers premier wealth management firm is built on integrity, expertise, and a client-first philosophy that ensures financial success across generations.
Services
Integrated Financial Planning
Fee-Only Portfolio Management
Retirement Planning
Estate Planning
Pension Evaluations
Insurance Reviews
Tax-Smart Investment Strategies
Customized Portfolio Management
Long-Term Investment Solutions
Wealth Preservation Services
Details
- Year established: 1994
Highlights and features
- We offer fee-only financial advice with no hidden fees or commissions.
- Our team holds CPA, CFA, and CFP designations for expert financial planning.
- We provide tailored investment portfolios based on individual risk tolerance and goals.
- Our proprietary investment process ensures long-term financial success.
- We are registered with the British Columbia Securities Commission for regulatory compliance.
Associations and certifications
- Chartered Professional Accountants (CPA)
- CFA Institute
- Certified Financial Planner Board of Standards
- British Columbia Securities Commission (BCSC)
What people say
Managing my portfolio well
Exceeded expectations
Knowledgeable answers
Sound financial advice
Responsive and professional
Services
Fee-Only Portfolio Management
We manage personalized investment portfolios tailored to individual risk tolerance and financial goals. Our fee-only approach ensures unbiased advice, focusing on long-term growth through equities, fixed income, and real estate. Clients benefit from separate account management, tax-efficient strategies, and regular performance reviews to align with evolving market conditions and personal circumstances.
Integrated Financial Planning
Our comprehensive planning services address retirement, estate, pension, and insurance needs. By creating customized roadmaps, we help clients achieve financial independence through tax-smart strategies and scenario analysis. Regular reviews ensure plans adapt to life changes, market shifts, and evolving goals while maintaining compliance with agreed investment policies.
Retirement Planning
We design retirement strategies to ensure financial independence, analyzing inflation, investment returns, and lifestyle factors. Our plans include 'what if' scenarios to address market volatility, government benefit changes, and longevity risks. Clients receive tailored asset allocations to sustain their desired retirement lifestyle without outliving their savings.
Estate Planning
Our estate planning services optimize wealth distribution while minimizing tax liabilities. We help clients create legally sound plans to protect assets and ensure smooth transfers to beneficiaries. By integrating wills, trusts, and tax strategies, we safeguard legacies and reduce administrative burdens for loved ones during estate settlement.
Pension Evaluations
We provide specialized guidance on employer-sponsored pensions and Individual Pension Plans (IPPs). Our analysis includes payment structure optimization, service year buybacks, and tax-efficient retirement savings strategies. Clients receive tailored recommendations to maximize pension benefits while aligning with overall financial objectives.
People
John S. Clark
President
With over 20 years of portfolio management experience, John leads Pacific Spirit's investment strategies. Holding CPA, CFA, and CFP designations, he specializes in long-term wealth growth and tax-efficient investing. Clients praise his integrity, communication skills, and ability to simplify complex financial concepts for informed decision-making.
Denise Hu
Analyst
Denise supports investment research and portfolio analysis with 15 years of experience at Pacific Spirit. Her expertise in financial modeling and market trends ensures data-driven investment decisions. She collaborates closely with clients to understand their unique needs and monitor portfolio performance against strategic goals.
George Alexander
Manager, Financial Accounting
George oversees financial operations and compliance, ensuring transparent reporting for clients. With deep expertise in accounting standards and regulatory requirements, he maintains rigorous financial controls. His work supports Pacific Spirit's commitment to ethical practices and accurate client communication.
Questions
Who needs professional portfolio management?
Busy professionals, retirees, or anyone seeking expert investment guidance without time or expertise.
Why choose Pacific Spirit?
We offer fee-only, tailored solutions with CPA, CFA, and CFP expertise for long-term wealth growth.
Are you registered with a regulatory body?
Yes, we're registered with the British Columbia Securities Commission for portfolio management services.
What is your investment philosophy?
We focus on long-term growth through proven companies with strong management and tax-efficient strategies.
How are you compensated?
We charge a percentage of assets under management with no hidden fees or commissions.
Can I speak directly to a portfolio manager?
Yes, our clients have direct access to portfolio managers via phone or email.
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