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 Clients

Retirement Planning

Estate Planning

Taxes

Insurance 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

Website

pacificspirit.ca

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