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?
Absolute Clarity
Return Probability
Is there a scientific approach behind how your portfolio is built? Do you have the best chance of hitting your target?
Aligned Advice
Is your advice integrated and coordinated? Do you have a team or just a collection of advisors?
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 Plan, Not Chasing the Market
Minimizing Downside Risk
Compounding Reasonable Returns Over Time
Tax Efficiency and Minimization
Maximizing Breadth of Opportunity
Building a Market Resilient Portfolio
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
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Net Worth
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Current Situation
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Goals & Objectives
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Income Requirements
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Family Structure
Design
Step Two
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Retirement Planning
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Tax Planning
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Investment Planning
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Succession Planning
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Estate Planning
Implement
Step Three
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Financial Roadmap
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Investment Strategy
Adapt
Step Four
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Measure & Monitor
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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.
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We deal with high-net-worth clients and families looking for guidance and answers to the following:
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How do we pass down wealth to the next generation in a fair and tax efficient manner?
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How do we maintain our family's lifestyle?
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How do we find the right buyer of our business and afterwards be good stewards of the proceeds?
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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 Canadian Investment Regulatory Organization ("CIRO"). 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.
