Products & Services

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 on the dropdown menu under Products and Services for all services available at PI.

Financial Services:

  • 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.

Equity Products:

  • Common Shares
  • Exchange Traded Funds (ETFs)
  • Preferred Shares
  • Mutual Funds
  • Warrants
  • Rights
  • 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
  • Corporations
  • Institutional
  • Partnerships
  • Sole Proprietorships
  • Trusts
  • Investment Clubs
  • Charity/Non-Profits
  • Estates

Types of General Accounts

  • Cash
  • Margin
  • 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

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