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.

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

Research

• 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