Products and Services
At PI Financial Corp I am able to provide my clients with independent and unbiased advice and service. I bring knowledge and insight gained through over twenty five years of practical experience helping individuals and businesses through several economic and market cycles.
I build trust with my clients through regular communication and by offering responsive and personalized service.
My products and services include:
- Discretionary Portfolio management
- Access to stocks, exchange traded funds, options, and new issues
- Fixed-income investments including bonds, GICs, and preferred shares
- Mutual funds and managed products
- Retirement, financial, and estate planning
- Life, accident & sickness, and disability insurance offered through PI Financial Services Corp
- Segregated funds offered through PI Financial Services Corp*
- Private / public company financing
- Stock option exercises
- Commodities / Futures
I tailor my services to meet individual needs and use a comprehensive approach to create a rewarding client experience. Call me today for more information or to set up a complimentary initial consultation. All client referrals are kept in the strictest confidence.
*Recommendations, solicitations, and/or advice regarding insurance I am able to provide as a fully licensed Life, Accident & Sickness, and Disability Advisor.