"With the market volatility it's important to ensure you are well positioned"

I take a holistic approach to wealth management

This starts with an in-depth interview to learn about my client's unique requirements, followed by a multi-step wealth planning & management process which delivers a wealth strategy tailored to my client's individual requirements.

I specialize in providing a high level of personalized service and exceeding the expectations of affluent individuals/families, non-profit organizations, and private foundations. I provide expertise in personalized portfolio investing, charitable giving, retirement planning, and overall wealth strategies.

As an Investment Advisor at a leading independent brokerage firm I am not tied to any proprietary product or service, I can offer my clients 100% objective advice.

Please contact me for a complimentary consultation to learn how I can build and protect your wealth in this challenging investment landscape.

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?