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Portfolio Management That Preserves Your Wealth

Do you want wise long-term investments, but don’t know where to begin?

Pacific Spirit offers management of conservative, personally tailored portfolios of equities, fixed income, and real estate investments on a fee-only basis for clients in BC, Saskatchewan, and Ontario. Your Investment Policy Statement is developed according to your objectives and your unique circumstances, including:

Risk preferences
Tax position
Income requirements
Time horizon
Need for liquidity
Legal constraints
Market outlook
Any other unique requirement you may have

You are aware of the activity in your account at all times; and we will meet with you periodically to review policy compliance, progress, and the rationale behind security selections. You will also receive a monthly portfolio valuation and activity report, and our portfolio managers are always available by phone or email to answer your questions.

Smart Financial Investment Advice

Pacific Spirit exclusively recommends investment in companies with the following characteristics:

Strong management with significant stake in the company
Consistent earnings growth
Low debt levels
Significant barriers that prevent other companies from competing away the excess profitability

For a complimentary consultation with one of the experienced investment advisors in our Vancouver office, 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

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