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Fee Only Financial Advice

 

Pacific Spirit Investment Management offers fee only financial advice for clients throughout BC, Saskatchewan and Ontario.  We don’t sell you financial products on a commission basis, so you receive financial services and financial advice tailored to your best interests.

 Fee Only Financial Advice

Our fee only financial advice is billed as follows:

 

  • Your portfolio management fees are a percentage of assets under management
  • Fees for financial planning are based on an hourly rate 

Best of all, our independent investment counsel fees may be tax deductible. To benefit from our more personalized approach of fee-based financial planning, Contact Us. 
 

Contact Info.

1100-800 West Pender St.
Vancouver, BC V6C 2V6

Phone: 604-687-0123
Fax: 604-687-0128
Toll Free: 1-800-337-1388
(in British Columbia)

info@pacificspirit.ca