Don Cromar, CIM, FCSI
Senior Vice President,
Head of Private Client Services
I am a trusted and experienced investment professional providing my clients with portfolio management, comprehensive financial planning, and insurance and estate planning.
I have 22 years of service in the investment industry at both a Canadian bank-owned investment dealer, and at the investment dealer arm of a major global bank. My roles have included investment advisor, Director, Branch Manager, and Senior Executive, Regional Director.
As the Head of Private Client Services at PI Financial Corp., I am a member of the firm's Executive Committee, Compliance Committee, and Board of Directors. In addition to managing my clientele and the firm's Exchange Traded Fund (ETF) portfolios, I am responsible for overseeing the firm's retail Investment Advisors, recruitment, and sales management.
Since graduating from the University of Toronto, I have consistently focused on continuing education. In 1993 I attained the designation of Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) which has today become one of the highest designations granted in the Canadian investment industry.
From 2000-2006 I was a member of the Pacific Council of the Investment Dealer's Association and I have been a member of the BC Regional Committee of the Investment Industry Association of Canada (IIAC), since its inception.
Born and raised in Toronto, I moved to Vancouver in 1999. I reside in North Vancouver with my wife and three children and the Pacific Northwest has become my home.