Products & Services
All in one place.
With over 24 years of experience and access to a wide range of investment choices, I can help customize a portfolio suited to your specific needs.
Please find what I can offer summarized below. Further information may be found on our website www.pifinancial.com on the dropdown menu under Products and Services for all services available at PI.
- Full-service stock brokerage.
- Access to a full line of investments and world exchanges.
- Investment planning.
- Portfolio performance reviews.
- Cash flow projections.
- Retirement planning.
- Tax planning.
- Automatic collection and deposit of dividend and interest income.
- Trade confirmations, statements and a daily market news summary via e-mail.
- Secure reporting, real time trade execution and online access.
- A dedicated fixed income/bond and trade desk.
- Independent equity research, trade recommendations and strategies.
- Corporate finance and investment banking services.
- Secure custody of your holdings.
- Pre-authorized contribution and withdrawal plans.
- Common Shares
- Exchange Traded Funds (ETFs)
- Preferred Shares
- Mutual Funds
- Trust Units
- Real Estate Investment Trusts (REITs)
- Flow-Through Shares
Fixed Income Products:
- Government Treasury Bills and Bonds
- Bankers Acceptances and Commercial Paper
- Corporate Bonds and Debentures
- Convertible Debentures
- Mortgage-Backed Securities
- Guaranteed Investment Certificates (GICs)
- Bond and Money Market Mutual Funds
- Foreign Currency Bonds
- Stripped Coupons and Residuals
- Regular Independent Research and Analysis
- Trade Recommendations and Strategies
- Weekly Equity Bulletins
Our Types of Clients
- Individual and Joint
- Sole Proprietorships
- Investment Clubs
Types of General Accounts
- Multiple Currency
Types of Tax Sheltered Accounts
- Tax-Free Savings Accounts (TFSAs)
- Retirement Savings Plans (RSPs)*
- Retirement Income Funds (RIFs)
- Registered Education Savings Plans (RESPs)
- Life Income Funds (LIFs)
- Locked-In Retirement Income Funds (LRIFs)
- Locked-In Retirement Savings Plans (LRSPs)
- Locked-In Retirement Accounts (LIRAs)
- Individual Pensions Plans (IPPs)
*No fees on RSP accounts over $150,000