After completing his Bachelor of Business Administration and Economics degree from Simon Fraser University, AJ began his investment career with a leading national mutual fund company. From there, AJ was recruited to the Bank of Montreal and subsequently to BMO Nesbitt Burns.
Soon after AJ became a portfolio manager at a local investment firm and went on to complete his MBA in Global Asset and Wealth Management at the Segal Graduate School of Business.AJ holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) designations and possesses more than 12 years of experience within the finance industry.
Soon after AJ became a portfolio manager at a local investment firm and went on to complete his MBA in Global Asset and Wealth Management at the Segal Graduate School of Business.AJ holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) designations and possesses more than 12 years of experience within the finance industry.
Services
Contact one of our portfolio managers for more information or to schedule a portfolio review. Pacifica Partners Capital Management Inc. respects the privacy of all visitors to our website. Your information will not be released to any unrelated third party. We are committed to ensuring that all queries are answered in a non-solicitous manner and instead strive to provide value-added information.
We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth. We know that above all, when you ask us to manage your wealth, it is not just a portfolio of stocks and bonds. It is the product of many years of hard work and painstaking savings.
We are a team of dedicated investment specialists who will provide care, guidance and management for your wealth. We believe that working as a team and independent of outside commissions or influences is the best way to align our goals with yours. Discretionary Portfolio Managers are held to the highest standard of fiduciary care.
Medical and dental professionals are unique in their investment needs. While they remain busy with their practice, the investment needs have to be met with advice that is commensurate with the individual's circumstances. Often at some companies, a cookie cutter approach is presented whereby, upon the completion of a risk questionnaire, the professional is herded towards a stable of pooled funds or pre-determined portfolios.
Pacifica Partners is a licensed Portfolio Manager in Canada and a Registered Investment Advisor (RIA) in the USA. We have clients in 24 States and 8 Provinces, and in several countries abroad. We are able to overcome limitations other investment managers may have and provide seamless, collaborative portfolio management of Canadian and US accounts, on a competitive, fee-only basis.
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