Elevate Your Wealth with Safe Pacific's Investment Management Services
Safe Pacific, in partnership with Harness Investment Management, offers institutional-quality investment solutions tailored for Canadian investors, focusing on transparency, expertise, and strategic growth.
Our collaboration with Harness Investment Management provides access to top-tier asset managers and curated investment strategies. We offer diversified portfolios, including private investments in equity and real estate, all managed with a focus on tax efficiency to maximize your after-tax returns.
A Strategy for Lifelong Financial Success
Safe Pacific's investment management services ensure your wealth is managed with precision, aligning your investment strategy with long-term financial goals to provide financial security and growth throughout your life.
What is Safe Pacific's Investment Management?
Safe Pacific's Investment Management, in partnership with Harness Investment Management, provides Canadian investors with institutional-quality investment solutions. Our services include managed portfolios that are professionally overseen to achieve risk-adjusted returns, private investments offering diversification beyond traditional markets, and integrated financial planning to align your investments with your long-term financial objectives. This comprehensive approach ensures that your wealth is managed with expertise, transparency, and a focus on strategic growth.
How it Works
Safe Pacific's Investment Management leverages a partnership with Harness Investment Management to provide tailored investment solutions, focusing on diversified portfolios, tax efficiency, and alignment with your financial goals.
Consultation and Financial Assessment
We begin by understanding your financial goals, risk tolerance, and investment preferences to tailor a strategy.
Portfolio Development
Our team designs a diversified investment portfolio aligned with your objectives and risk profile.
Ongoing Management and Monitoring
We continuously monitor and adjust your portfolio as needed, ensuring it remains aligned with market conditions and your evolving financial goals.
Regular Reviews
We conduct regular reviews to assess performance, discuss any changes in your financial situation, and make necessary adjustments to your investment strategy.
Benefits of Safe Pacific's Investment Management
Access institutional-quality investments and personalized strategies.
Expertise and Transparency
Our team of registered portfolio managers offers clear fee structures and straightforward investment strategies.
Diversified Investment Options
We provide access to a range of investment opportunities, including private equity and real estate, for optimal diversification.
Integrated Financial Planning
Our services align your investment strategy with your long-term financial goals, ensuring a cohesive wealth management plan.
Tax-Efficient Strategies
We focus on minimizing tax liabilities to maximize your after-tax returns, enhancing the growth of your wealth.
Ready to Elevate Your Investment Strategy?
If you're interested in accessing institutional-quality investment solutions tailored to your financial goals, let's talk. Contact us today to explore how Safe Pacific's Investment Management services can work for you.
Book a ConsultationComparing Safe Pacific’s Investment Management to DIY Investing
Safe Pacific's managed strategies surpass DIY investing with professional management, tax efficiency, and diversification.
Advantages of DIY Investing
DIY investing offers control and low fees but lacks professional management, institutional access, and integrated financial planning.
Advantages of Safe Pacific’s Investment Management
Safe Pacific offers institutional-quality investments, professional management, and a focus on tax-efficient growth—ensuring diversified portfolios, access to private investments, and strategies aligned with long-term financial goals.
Real Numbers
Consider an investor who allocates $500,000 into a diversified managed portfolio. Over 10 years, with an average annual return of 6%, the investment could grow to approximately $895,000, demonstrating the potential of strategic investment management.
A Legacy for Generations
Safe Pacific's investment strategies are designed to preserve and grow wealth for future generations, integrating tax-efficient growth, estate planning, and professional management to ensure your legacy endures.
Safe Pacific's partnership with Harness provides institutional-quality investments not typically accessible to individual investors. These strategies offer tax-efficient growth, private investment access, and professional management—making them powerful but lesser-known options.
They say the best time to plant a tree was yesterday, and the second best time is today. The same goes for financial planning—you may need time for your plan to grow, but the sooner you start, the better. Taking action now gives you more opportunities to build wealth, protect your assets, and secure your future. The key to long-term success is starting as early as possible.
Client Testimonials
See how our strategies have been successful from our clients.
"We worked specifically with Jordan who was knowledgeable, thorough, and patient."
We worked with Safe Pacific Financial to help us find the right life Insurance policy for us, and we are very happy with the service they provided. We worked specifically with Jordan who was knowledgeable, thorough, and patient with our many questions. We would certainly work with Safe Pacific Financial again and would recommend them to friends and family.
"Jordan was amazing to work with!"
Jordan was amazing to work with! He was patient and understanding when it came to answering all my questions and concerns. I highly recommend Jordan for any financial needs!
"Jordan was able to explain them in a simple and digestible manner."
My wife Brooke and I had a great experience working with Safe Pacific and their team. Although some of the insurance industry and the investment products can be complex, Jordan was able to explain them in a simple and digestible manner which really helped us to understand the long term value. I would highly recommend the Safe Pacific team and we look forward to working with them more in the future.
"Had a great experience with Safe Pacific."
Had a great experience with Safe Pacific. As someone who doesn't understand the business of insurance, I was not stressed at all with the process and Jordan and his team made it smooth and explained the entire process. They were responsive in a timely manner and helped me get a great deal on my disability insurance. Would highly recommend!
"Would highly recommend their services and support."
Jordan and Megan were very helpful in helping my partner and I secure term insurance and CI insurance. We talked with both of them about our current situation and context, and Jordan was able to walk us through the options and clearly laid out his recommendation. He answered all of our questions and followed up promptly as we moved along with the selection and registration process. Would highly recommend their services and support.
"They always make me feel like a priority."
The great thing about working with Safe Pacific is the personal touch they add to the service and how they always make me feel like a priority. Thanks Laurent and Rob for taking care of me.
"I highly recommend them to my colleagues."
I have worked with Robert Trasolini and Laurent Munier several times and I find them extremely helpful when it comes to Life, Critical illness and Disability insurance. They are able to explain things clearly and are really great guys to work with. I highly recommend them to my colleagues, clients and friends.
"Every step of the process."
Robert recently helped me acquire life and critical illness insurance. Not only did he explain every step of the process and walk me through it in a thorough and detailed manner, but Rob is great at taking complex terms and concepts and explaining them in simple, easy to understand manner.
Research Us
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Take the Next Step
At Safe Pacific, we’ve spent over a decade helping Canadian families implement innovative wealth-building strategies like the Waterfall Concept. Contact us today to learn how this approach can work for your family’s unique financial goals.
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