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Personalized, Fee-Only Financial Advice

 

Are you turned off by the impersonal, restricted, and packaged approach of many investment and financial planning firms? Pacific Spirit Investment Management is different. We’re independent, so your fee-only financial advice is never pre-packaged according to a parent company brand – it’s tailored specifically for you with attention to:
Tailored Fee-Only Financial Advice
 
  • Your risk preferences
  • Your tax position
  • Your income requirements
  • Your time horizon
  • Your need for liquidity
  • Legal constraints
  • Market outlook
  • Any other unique requirements you may have
Your fee-only financial advice also considers the tax implications of every decision, and our fees may be tax deductible.

The Pacific Spirit Wealth Management Process

 

We work together to develop your personal wealth management plan. As your plan is implemented, you stay informed of its progress, and you receive periodic reviews to ensure your investment strategy continues to reflect your needs, your circumstances, and current market conditions.

 
For the most personal, fee only financial advice from seasoned Vancouver-based investment experts with CA, CGA, CFA and CFP designations, choose Pacific Spirit. To get personalized care for your life savings, 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

© 2012 Pacific Spirit | Investment Management Inc. All rights reserved.

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