Professional Investment Management for Canadian Business Owners and High-income Professionals
Your Business Creates Wealth. We Help You Grow and Protect It.
At Safe Pacific, we understand that your business is your primary wealth engine. You work hard, take risks, and make bold decisions every day. But when it comes to managing your retained earnings, long-term savings, and investment capital, you need a different kind of partner—one with the precision, experience, and fiduciary duty to protect what you've built.
We help successful Canadian business owners grow their wealth with tailored, professionally managed investment portfolios. Our team works exclusively with high-income entrepreneurs, corporate professionals, and affluent families who demand excellence, transparency, and results.
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.
Why Our Clients Trust Safe Pacific
We are not stock pickers. We are not product pushers. We are your financial quarterback, your outsourced investment department, and your personal connection to some of the top Portfolio Managers in the country.
Our approach is structured, secure, and designed around you.
How it Works
Safe Pacific's investment management leverages partnerships with Harness Investment Management and Newport Private Wealth to provide tailored investment solutions, focusing on diversified portfolios, tax efficiency, and alignment with your financial goals.
Discovery Consultation
We begin by understanding your financial goals, risk tolerance, and investment preferences to tailor a strategy. This is our discovery meeting and can be done in person or virtually via Zoom.
Proposal Development
From the information gathered in our first meeting together, we will put together a plan and proposal based on your current situation and your goals and concerns moving forward.
Portfolio Development
Our team designs a diversified investment portfolio aligned with your We coordinate with the PM Portfolio Manager to open accounts and build a portfolio to achieve your goals based on 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. Positions will be added and trimmed from your portfolio and your portfolio will be rebalanced as needed.
Regular Reviews
We meet with you regularly 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
Built for Business Owners & High-income Professionals
We specialize in working with incorporated business owners and professionals, holding companies, and complex corporate structures. We understand your tax needs, liquidity priorities, and succession planning goals.
Certified Portfolio Managers With Fiduciary Duty
Through our partnerships with Harness Investment Management and Newport Private Wealth, your investments are managed by seasoned, certified Portfolio Managers (PMs) who have a legal fiduciary obligation to act in your best interest at all times.
Diversified Investment Options
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.
Integrated Financial Planning
Our services align your investment strategy with your long-term financial goals, ensuring a cohesive wealth management plan.
Tax-Efficient Strategies
As a business owner or high-income professional, your financial situation is more complex than most Canadian's. Tax strategy plays an even more important role in your financial life as you need to consider your corporate structure, holding company, trusts, registered and non-registered accounts
Disciplined and Diversified Investment Strategies
Your portfolio is built and managed by institutional-grade teams using strategies that prioritize capital preservation, long-term growth, and steady performance - without the rollercoaster of high-risk speculation.
High-Touch, Boutique Service
We are selective about who we work with, so we can provide each client with exceptional service. You get direct access to decision-makers, proactive communication, and a team who genuinely cares.
Transparent and Aligned
We believe in total fee transparency. Our success is aligned with yours, and we are compensated to grow your portfolio - not to sell you products. All fees are clearly disclosed on all statements you receive from us. No hidden fees, no surprises.
About Harness Investment Management
A registered Portfolio Manager and Exempt Market Dealer, Harness provides our clients with direct access to certified PMs who bring institutional experience and best-in-class technology. They operate with full fiduciary duty and are known for their evidence-based, long-term strategies.
"With Harness, you get investment portfolios built by professionals who manage risk first and optimize for consistent returns."
About Newport Private Wealth
For high-net-worth clients, we offer access to Newport - a premier private wealth management firm trusted by Canada’s most affluent families. Their diversified platform includes public and private investments, with a strong focus on capital preservation and intergenerational wealth planning.
"Newport's Portfolio Managers invest their own money alongside yours. That’s how deeply they believe in their strategies - and in putting clients first."
What We Solve For
Our clients come to us with one or more of the following challenges:
- I want to invest outside my business but don’t know where to start.
- I don’t have time to manage my own investments.
- I’m sitting on too much cash in my corporation.
- My investments are all over the place with different banks and advisors.
- I want a professional team I can trust to handle this.
- I make tons of money in my business, I want to make sure I don't lose my savings and I want to know someone's got it under control.
We bring clarity, simplicity, and world-class expertise to your investment planning - so you can focus on running your business and your life.
Designed for Peace of Mind
This is about more than just returns. It’s about:
- Knowing your money is managed by professionals with a legal duty to protect it.
- Getting your time back to focus on your business.
- Having clarity, confidence, and control over your wealth.
We give you the peace of mind that your savings are safe, your investments are aligned, and your future is in capable hands.
Client Testimonials
Don't just take our word for it - see what some of our happy clients have to say about working with us.
"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.
Book a Private Consultation:
We work with a select number of high-performing business owners and professionals who are serious about managing their wealth the right way.
Let’s explore if we’re the right fit to help you invest with confidence.
Schedule a Discovery Call NowContact us
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