"I am a trusted advisor for my clients in the areas of financial and retirement planning, investment management, insurance and estate planning. "

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 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 and non-discretionary investment management
• Access to stocks, exchange traded funds, options, and new issues
• Fixed-income investments including bonds, GICs, and preferred shares
• Managed portfolios, mutual funds, and structured 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

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 an initial consultation.

Sign up for my Newsletter - PI Insights

On July 1, 2007 Pacific International Securities Inc. became PI Financial Corp. This is our new website. For more information on our name change please refer to What's in a Name?