Financial Security

Now and for the Future

Celebrating over 20 Years of Success

Pacific Spirit Investment Management is well-established as Vancouver’s Wealth Management firm. Since 1994, our team has successfully helped high net worth clients build and preserve their wealth. From highly personalized portfolio management to comprehensive financial planning, Pacific Spirit offers an extensive range of financial services combined with outstanding professionalism and qualifications.

Why choose Pacific Spirit?

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    Fee Only

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    Tailored to You

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    Independent

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    Personal

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    Tax Smart

Our Services

Integrated Financial Planning Services in Vancouver

Integrated Financial Planning

Our philosophy is: If you fail to plan, you plan to fail. Without a plan, it is unlikely you will achieve your financial goals. We help our clients design a path to financial success. Furthermore, we ensure our client families stick to their plan, so that they can enjoy their hard earned success.

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Fee-Only Portfolio Management Services in Vancouver

Fee-Only Portfolio Management

A well-designed portfolio should reflect your risk tolerance and unique circumstances. We understand the importance of a tailored portfolio that is developed according to your objectives. We have developed a proprietary process that provides solutions to help you achieve your financial goals.

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