Company Summary
Not everyone has the time necessary to make sound financial decisions and give their personal wealth management the attention it needs. When life gets too busy, your secure financial future doesn’t have to suffer. Find out how you can pay less income tax, make wise, long-term investments, retire comfortably, and ensure your money is managed according to the highest professional standards with an experienced, Vancouver-based financial advisor from Pacific Spirit.
Source: Pacific Spirit Investment Management Inc.
Unique Value Proposition
From highly personalized portfolio management, to comprehensive financial planning, Pacific Spirit rises above the standard service offerings of other personal wealth management firms.
We offer:
The most extensive range of financial expertise and services available, combined with outstanding professionalism and qualifications
Fee-based financial planning – the advice you receive is never commission-motivated
Customized personal wealth management services – we’re independent, so your advice is never influenced by parent company brands or investment restrictions
Source: Pacific Spirit Investment Management Inc.
AUM ($Bil)
0.2
Year Founded
1986
Key Personnel
John S. Clark, President
Dennis Wan, Portfolio Manager
Iris Tang, Financial Accountant
Address
Suite 1100-800 Pender St W,
Vancouver, BC
V6C 2V6