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Qualified Vancouver Wealth Management Advisors
As a client of Pacific Spirit Investment Management, you have decades of wealth management experience on your side. Our highly qualified Vancouver-based wealth management advisors have in-depth expertise on investments, estate planning, taxes, and insurance, and have CA, CFA, CGA, and CFP designations. Our clients – successful entrepreneurs, professionals, executives, and retirees in British Columbia, Saskatchewan and Ontario – trust us to treat their life savings with the utmost respect and professional care. Meet the Pacific Spirit wealth management team: John S. Clark – President
Dennis Wan – Portfolio Manager
Iris Tang – Financial Accountant Lenka Urbankova – Business Development Pacific Spirit Investment Management is a member of the Trusted Advisor Network, an initiative of The John Robinson Group Inc, to facilitate a strategic alliance with leading financial solutions professionals in the Insurance, Tax, Legal, Accounting, and Fee-Only Portfolio Management fields.
To set up your complimentary consultation with one of our wealth management advisors, Contact Us.
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