Pacifica Partners Capital Management

Pacifica Partners Capital Management, together with its parent Pacifica Partners Inc., provides discretionary and non‑discretionary investment advisory and portfolio management services to individuals, high‑net‑worth clients, corporations, and on a sub‑advisory basis. The firm also offers financial consulting and portfolio supervisory services and acts as manager for a Canadian pooled investment vehicle available to certain advisory clients.

Investment decisions are guided by a written Investment Policy Statement and implemented through a blend of analytical methods (charting, qualitative, quantitative, technical and cyclical analysis) with a value bias combined with momentum and tactical asset allocation. The Registrants commonly manage accounts on a discretionary basis and may offer responsible‑investing options and financial planning/consulting as part of their client relationships.

The firm’s structure and client base distinguish it from many peers: its principal place of business is in Surrey, British Columbia, and it operates a U.S.‑registered subsidiary (PPCM) that manages U.S.‑domiciled assets while PPI manages Canadian‑domiciled assets. Pacifica discloses significant cross‑border and expatriate experience, is registered as a Canadian Portfolio Manager and Investment Fund Manager, and manages a Canada‑domiciled pooled fund that is used by certain clients (including U.S. clients investing through Canadian retirement plans), reflecting an uncommon international and pooled‑vehicle footprint for a firm in this category.