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Pacific Spirit Investment Management Inc.

Address

1100 - 800 West Pender Street
Vancouver, British Columbia V6C 2V6
(604) 687 - 0123
Toll Free: (1-800) 337 1388
info@pacificspirit.ca
www.pacificspirit.ca

Principal Contacts

John Clark
President
Tel: (604) 687 - 0123
johnsclark@pacificspirit.ca

Lenka Urbankova
Chief Operating Officer
Tel: (604) 687 - 0123
lenka@pacificspirit.ca

Client Minimums

Private: $750,000

No private institutional minimum has been specified.

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • British Columbia*
  • Ontario
  • Saskatchewan

* indicates a physical location in this province

Personal Wealth Management

Since 1994, Pacific Spirit has been helping clients achieve their dreams. Whether it is an independent retirement free of money worries, saving for a child’s education or preserving wealth for future generations, we have the expertise and the experience to make your dreams become a reality.

From highly personalized portfolio management, to comprehensive financial planning, we offer the most extensive range of financial expertise and services available, combined with outstanding professionalism and qualifications.

We help our clients design a path to financial success. Furthermore, we ensure our client families stick to their plan, so that they can enjoy their hard earned success.

We are fee only, independent, tax smart and personal. Your plan is unique as you are and your investment portfolio is tailored to you – as it should be.

 

Contact the Financial Planning and Wealth Management Specialists

 For personal attention to your wealth management and financial planning needs, contact Pacific Spirit Investment Management.

We’d be happy to meet with you for a complimentary consultation on how we can help you build and preserve your wealth.