Independence
Objective guidance, free from sales quotas or proprietary product pressure. Your objectives lead; everything else follows.
How It Started
A practice designed to remove noise, bias, and confusion
We set out to do things differently: listen first, teach clearly, and recommend only what serves the client’s goals. No quotas. No proprietary product push. Just objective guidance backed by a documented process.
✓ No quotas
✓ No product push
✓ No jargon
“Clients shouldn’t need a dictionary—or a sales filter—to make good decisions.”
Milestones
How education and clarity built Iberian Pacific
2021 — Where it all began
While studying Financial Mathematics at the University of Waterloo, Iberian Pacific’s founder was introduced to the world of wealth management through a Vancouver-based planning firm. There, he observed a recurring truth: clients didn’t fail because they lacked opportunity — they struggled because they lacked understanding. This realization became the foundation of a career built on financial education, transparency, and trust.
2022 — The founding of Iberian Pacific
Still completing his degree, the founder launched Iberian Pacific Financial Services from a small apartment in Waterloo, Ontario. With no corporate backing, no quotas, and no product agenda, the firm began with a single mission — to make independent, education-first advice accessible to Canadians. Growth came organically, one conversation at a time, driven by the belief that when people truly understand their finances, they make better choices for life.
2024 — A milestone of trust
Within two years, Iberian Pacific had surpassed $1 million in assets under management, serving a fast-growing community of students, young professionals, and families who valued clarity over complexity. The milestone wasn’t just financial — it was philosophical. It proved that leading with transparency and teaching before selling could create enduring trust and meaningful impact.
Today — A trusted partner for families and founders across Canada
Now serving over 100 client families across British Columbia and Ontario, Iberian Pacific continues to evolve as a modern private wealth firm — independent, disciplined, and human. Guided by its founding principles of education, integrity, and partnership, the firm helps families, business owners, and incorporated professionals align their decisions with purpose, building confidence that lasts for generations.
What We Stand For
Principles that guide every recommendation
Best-Interest Duty
Transparent rationale, clear disclosure, and a repeatable process designed around what’s right for you.
Education First
Plain-language explanations and options compared side-by-side—so every choice is informed and confident.
