“As a long time client of Pacific Spirit, we have experienced a consistent level of personal attention, thorough, proactive recommendations, professional advice and above all else trust worthiness.”
Virginia Thurgood (Business Owner)
“Pacific Spirit Investment Management richly deserves its Five Star Wealth Manager designation. A highly ethical and capable firm, they are a pleasure to deal with. John Clark and his team are excellent communicators and instill confidence with their high level of knowledge about current and future financial conditions. Their advice has been sound and they get back to us promptly should we have questions. John has also referred us to professionals in related fields (e.g., tax, insurance, wills) and we have been extremely satisfied with these referrals.”
“We greatly appreciate John’s sensitivity to our changing needs. It gives us immense peace of mind having Pacific Spirit Investment Management conscientiously handle our portfolio and other financial issues into the future.”
Dan, Gardiner (Retired)
“For over 13 years, Pacific Spirit has been overseeing and managing my portfolio in a very responsible and rewarding way. I would highly recommend using their services.”
Anonymous (Retired)
“For more than a dozen years, John Clark and his team of professionals have guided our financial and retirement planning. Pacific Spirit Investment Management has provided our family excellent results, outstanding customer service and constant attention to detail. Perhaps most importantly, they really listen to our needs and concerns, then reflect those factors in a highly personalized plan. I would recommend Pacific Spirit Investment Management to anyone who is looking for a genuine partner in financial planning.”
Ted Dodds (Senior Executive)
“As long time clients of Pacific Spirit, my husband and I had always been pleased with John Clark’s wisdom and thoughtful approach to financial planning. With John, we developed a retirement plan to secure a firm future. On the death of my husband, John steered me through the process of managing the estate, and now acts as my principal financial adviser, helping me to make sound financial decisions about my portfolio.”