Pacific Spirit Investment Management

Pacific Spirit Investment Management

Pacific Spirit Investment Management was established in 1994 by John S. Clark. The firm functions as an independent multi-family office that supplies portfolio management and integrated financial planning to high-net-worth families. Clark, a University of British Columbia alumnus, remains the named president. The firm constructs individually managed portfolios that combine equities, fixed income, and real estate. Equity selections target companies with consistent earnings, understandable operations, low debt, and reasonable valuations. Fixed-income holdings emphasize quality and tax efficiency. Real estate exposure is included on a direct or listed basis when it aligns with client objectives. All accounts remain segregated; no pooling occurs. The firm is registered as a portfolio manager with the British Columbia Securities Commission and the Ontario Securities Commission. Team size is not publicly quantified. Additional offices are not disclosed. John S. Clark and Dennis Wan hold CFA designations; other team members carry CPA and CFP credentials. The firm maintains memberships in the Portfolio Management Association of Canada and the Estate Planning Council of Vancouver. No dated operational events from the last 24 months appear in public records. Pacific Spirit maintains registration across multiple provincial securities commissions, a structure that permits direct service to clients in British Columbia and Ontario without reliance on affiliated dealers or product manufacturers.