News & Resources

News

You may find these links useful to learn about Financial Planning and Wealth Management. If you’d like to be on our mailing list for Financial Planning and Wealth Management articles from Pacific Spirit, or have any other inquiries, please Contact Us.

trust_behavioral investing

Understanding Behavioural Investing and Advising

July 5th, 2017

John S. Clark, President and Founder of Pacific Spirit Investment Management laughs when he says, “We tell our clients that we spend half our time managing their investments, and the other half managing them.” But he’s very serious. “Research shows that individual investors tend to be their own worst enemy,” John continues. “They make decisions […]

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Man draws stock price touchscreen concept.

What Drives the Equity Market?

If the thought of investing in the stock market sends shivers up your spine, you’re not alone. But John S. Clark, President of Pacific Spirit Investment Management understands both the market and his clients’ risk tolerance level. “Investing in the equity market is not for everyone,” he explains. “It’s volatile, moving up and down in value. […]

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Mature couple sitting on sofa with financial advisor

A Road Map to Retirement

Most of us dream of an idyllic retirement, but few of us set out a plan as to how we’re going to get there. John S. Clark, President and Founder of Pacific Spirit Investment Management would like to change that. “At Pacific Spirit, we believe that every client should have a formal, written retirement plan,” […]

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Resources

Code of Ethics and Standards of Professional Conduct (CFA Institute)

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