The PAC Financial Team
The PAC Financial Team is dedicated to providing clients with high quality financial advice, and discretionary portfolio management.
Formerly known as the Pope Team, our name now reflects our growth and honors the achievements of Rick Aulik and Susan Christie, while reinforcing our unwavering commitment to serving you.
Our experienced team of eight – Neil, Rick, Susan, Graeme, Melanie, Cheryl, Phoebe and Lindsy – work collaboratively to provide the expertise, care and trust you need to achieve your financial goals.
Our approach involves:
1. A team based approach, structured for continuity to provide holistic advice and ensure thoughtful inter-generational wealth transfer through financial, retirement, estate and insurance planning.
2. A unique "pension fund" style portfolio of individual securities, exchange traded funds and privately valued fixed income and commercial real-estate. Combined with an investment process that has led to strong risk adjusted returns.
Whatever your needs may be, we are an experienced team that's ready and able to serve you in English, Mandarin, Cantonese or Tagalog.
We would encourage you to visit the rest of our website:
