Who We Are
We are wealth management advisers with 20 years of experience and a strong track record. We provide fee-only financial advice that is never commission-motivated or influenced by parent company brands. We invest for the long term in successful companies with strong management and a history of consistent earnings growth. We ensure that our financial solutions are tailored to reflect each client’s specific circumstances. Our mission is to ensure that our clients do not outlive their money; on the contrary, they reach their financial goals as planned.
Community Involvement
At Pacific Spirit, we believe in building strong relationships and giving back to communities. The company sponsors several local non-profit associations including the North Vancouver Wolf Pack Hockey Team and the North Shore Triathlon Club. We are also a proud member of the Portfolio Management Association of Canada.
We pride ourselves on being innovative and we care about the impact of our operations. That’s why we’re stepping up to the climate challenge. What does this mean? We’re calculating our carbon emissions from energy, fuel, waste and other sources, and we’re rolling out plans to reduce them. This year we have invested in carbon offsets to reduce our carbon footprint to zero. Being environmentally aware lines up with our company values.
Why are we doing this?
- We care about the impact we make; we look for ways to help decrease our carbon footprint.
- Reducing emissions means cutting related operating costs.
- Being environmentally aware is important to being a good corporate citizen.
Our Team
At Pacific Spirit, our strength is our people. We are a team of hardworking individuals who are highly qualified, disciplined and enthusiastic about wealth management. We offer decades of wealth management experience and in-depth expertise on investments, estate planning, taxes and insurance. We hold all the necessary professional designations – CPA, CFA and CFP. We have also built a strong network of outside experts and professionals to ensure we provide well rounded advice and top notch solutions.