Leona Sabbadin Inc CPA

Pacifica Partners Capital Management is an independent boutique firm located in Surrey, BC, specializing in tailored wealth management for cross-border investors including Canadians and Americans. The firm prides itself on a fiduciary duty, offering personalized investment strategies developed through a blend of fundamental, technical, and behavioral analysis, aimed at maximizing clients' wealth across North America. With a focus on transparency and comprehensive reporting, Pacifica provides clients with a unified view of their US and Canadian investment accounts, facilitating efficient management of complex cross-border portfolios. Their services include responsible investing options and collaborative management to address unique tax planning needs and currency considerations inherent in cross-border investments. Generated from the website

MD Financial Management Inc. is a national wealth management firm dedicated exclusively to physicians and their families in Canada, with over 50 years of experience. Their team of salaried MD Advisors provides objective financial planning tailored to each client's unique financial situation, helping to establish personal financial goals and adapt strategies as life evolves. Committed to enhancing financial well-being, MD Financial offers comprehensive investment solutions, including access to exclusive funds and competitive pricing for families. With tools like the interactive Total Wealth Planning tool and the My MD app, clients can effectively track their financial goals and investments while enjoying personalized service and support. Generated from the website