Individual Investors

Independent wealth management and portfolio design services for affluent individuals and high net worth families.

Begin your journey with us

Schedule a call with one of our Advisors.

One Mission

To help families achieve their financial goals with greater certainty.

Our Purpose

We Exist to Help our Clients Achieve

Personal finances can be complex. Your life doesn't have to be.

Anchor Pacific is dedicated to fostering long-lasting relationships with our clients - helping people, just like you, build a future centred around the things that matter most. From simplifying the complexity of your financial life to creating enduring family wealth, our team is focused solely on you.

Are you and your goals well understood? Do you see tangible progress towards your goals?

Wealth Management, Absolute Clarity

Absolute Clarity

Wealth Management, Return Probability

Return Probability

Is there a scientific approach behind how your portfolio is built? Do you have the best chance of hitting your target?

Wealth Management, Aligned Advice

Aligned Advice

Is your advice integrated and coordinated? Do you have a team or just a collection of advisors?

Image by Ian Keefe

Chart the Course

Toward Your Biggest Financial Goals

Our Clients

Every client is unique. That's why every plan is customized based on your risk, return, and liquidity needs.

We may be a good fit if you're looking for a partner who believes in:

Focusing on your financial plan

Focusing on Your Plan, Not Chasing the Market

Minimizing Downside Risk

Minimizing Investment Risk

Compounding Reasonable Returns Over Time

Compounding Investment Returns
Tax Efficient Investing

Tax Efficiency and Minimization

Maximizing Breadth of Opportunity

Maximizing Breadth of Investment Opportunity

Building a Market Resilient Portfolio

Market Adaptive Investment Portfolio
Hand Wheels

Take the Wheel

Be the Captain of Your Retirement

Comprehensive Wealth Management

Wealth management is about the protection, stewardship, and enhancement of wealth over time.

Discover

Step One

  • Net Worth

  • Current Situation

  • Goals & Objectives

  • Income Requirements

  • Family Structure

Design

Step Two

  • Retirement Planning

  • Tax Planning

  • Investment Planning

  • Succession Planning

  • Estate Planning

Implement

Step Three

  • Financial Roadmap

  • Investment Strategy

Adapt

Step Four

  • Measure & Monitor

  • Make Necessary Adjustments

Wealth Management Fees

We offer completely fee-based accounts using the following schedule:

1.35% on the first $1-million

1.15% on the next $2-million

0.75% on the next $2-million

0.65% on the next $5-million

0.50% on the next $10-million

Negotiable on amounts over $20-million

Multi-Asset Portfolios

Designed to Weather any Storm

Frequently Asked Questions

What's included in the management fee?

You'll get a professionally managed portfolio through Anchor Pacific Investments, a trade name of ACPI. Our experts set investment targets based on your unique goals and circumstances and ensure your portfolios stay within them. It also covers trading, custodial fees, reporting, and any planning you may need.

How are my investments protected?

Keeping your money safe is extremely important to us, and we do this in two ways:

1. We use a third-party custodian. Your assets are held in an account in your name at NBIN Inc. Anchor Pacific only has the right to issue trading instructions against your account. We can’t access money in your account other than to receive our monthly advisory fee.

2. Your money is protected under the Canadian Investor Protection Fund. Securities in your account may be protected up to $1,000,000 CDN through one of our custodians should they go insolvent. See www.cipf.ca for more details.

What does your typical client look like?

Anchor Pacific deals with high-net-worth individuals and families whose financial situation ranges from simple to complex.

We deal with high-net-worth clients and families looking for guidance and answers to the following:

  • How do we pass down wealth to the next generation in a fair and tax efficient manner?

  • How do we maintain our family's lifestyle?

  • How do we find the right buyer of our business and afterwards be good stewards of the proceeds?

  • How to best leave a legacy to causes we believe in?

How do I get started with Anchor Pacific?

The first step is to get in touch with us by filling out a form, sending us an email, or giving us a call. One of our Advisors will meet with you to begin the discovery process and see if we would be a good fit for you.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Anchor Pacific Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Anchor Pacific Investments and covered by the CIPF. Financial planning and insurance services are provided through Anchor Pacific Wealth Management. Anchor Pacific Wealth Management is an independent company separate and distinct from ACPI/ Anchor Pacific Investments.

Aligned Capital Partners
Canadian Investor Protection Fund
Investment Industry Regulatory Organization of Canada