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Pacific Spirit Investment Management Inc.

Vancouver, Canada

Expert Wealth Management for Vancouver's High Net Worth Clients

Pacific Spirit Investment Management Inc. is a well-established wealth management firm in Vancouver, providing comprehensive financial services to high net worth clients. Founded in 1994, the company offers tailored portfolio management, integrated financial planning, and fee-only portfolio management. Pacific Spirit helps clients design a path to financial success and ensures they stick to their plan to achieve their goals. The firm's highly qualified team provides expertise on investments, retirement, estate planning, taxes, and insurance evaluation. With professional designations of CPA, CFA, and CFP, Pacific Spirit offers independent and personalized wealth management solutions. By working with Pacific Spirit, clients can enjoy their hard-earned success and achieve financial freedom.

Pacific Spirit Investment Management Inc. worked with

    High Net Worth ClientsRetirement PlanningEstate PlanningTaxesInsurance Evaluation
Team Size
2 - 10 people
Hourly Rate
-
Daily Rate
-
Minimum Project Budget
-
Industry Experience
30+ years
Timezones
-
Languages
English, French
Head Office
Vancouver, Canada

Services and pricing

ServiceMin Project BudgetHourly Rate
Business Services--

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Locations we serve

AddressCountryDirections

1100 – 800 West Pender Street, Vancouver, V6C 2V6

Head office
🇨🇦 Canada Get directions
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