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Summer 2016 trip to Ã…land archipelago. Strong winds and waves_edited.jpg

About Us

Anchor Pacific seeks to create long-standing relationships with all the clients we serve and give families peace of mind.

Our Story

Research & Analytics

Our company’s origins can be traced back to 2011 when Steven Adang founded our predecessor company, Anchor Pacific Financial Risk Labs (“AP Fin Labs”).

 

AP Fin Labs remains the cornerstone of our investment management operations today. It’s focused on optimizing data analytics and providing proprietary software, models, and technology-driven risk management solutions that empower our clients to properly navigate today’s global financial markets.

Portfolio Management

In 2016, we became registered to provide discretionary investment management services for our clients via separately managed accounts.

Private Client Wealth

In 2019, we expanded our operations to include an integrated wealth management offering. We take great pride in servicing the unique and specific needs of private clients, business owners, and multi-generational families, all of whom benefit from a centralized elite investment and risk management framework and process.

Platform Upgrade

In 2021, we joined the Aligned Capital Partners Inc. (ACPI) platform, one of Canada's fastest-growing and most innovative wealth management platforms. ACPI, which is a member of CIPF and CIRO, services over 300 advisors across Canada, with assets under administration of over $13 Billion. This significantly upgraded our operational, administrative, and compliance systems, allowing us to optimize our existing resources for business growth and delivering an exemplary overall client experience. 

Our Story

Begin your journey with us

Schedule a call with one of our Advisors.

Our Team

Jon Eaton

Portfolio Management & Private Wealth

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Steven Adang

Portfolio Management & Investments

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Jay Rittinger

Wealth Advisor

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Catherine Bradley

Client Service & Platform Operations

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Our Team
Our Team
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