News


PI Financial ‘Pays It Forward’ with $15,000 Community Donation

PI Financial (PI) awards $15,000 to three local Vancouver charities at the inaugural ‘PI Financial Pays It Forward’ community giving event.

 


Direct Line

604 443 5425

Direct Fax

604 664 2666


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For clients resident in the US, please click the following link to visit the website for our US subsidiary www.pius.ca

About Me

With over 20 years as a licensed investment Advisor, I provide firsthand knowledge, experience and business acumen to help you reach your individual financial goals. My practice is based on wealth management.  The overarching principle of my practice is an appreciation that you as an investor work very hard for your investable money. A lifetime of effort, diligence and frugality expended to accumulate your wealth. My wealth management is based on value investing, fundamental analysis, combined with technical analysis. 

I am a "hands-on" investment advisor with a strong emphasis on client service. Every day I remind myself that I will work hard to earn and continue to have your trust. My experience includes an active involvement in federal election campaigns and I have enjoyed a successful career with a major Canadian bank-owned full service brokerage as a Vice President and Investment Advisor. I provide a full suite of financial services, including severance plan analysis, estate planning and personal finance planning.

    What you can expect from me:
  • Valuable investment advice
  • Service, service and more service
  • Education - become an informed investor
  • Due diligence
  • Client confidentiality
  • Transferable skills

    Seminars:
    I provide unbiased informational seminars which are personalized to your group. Subjects include:
  • Pension Plan Options and Planning
  • Retirement Planning and Budgeting
  • Severance Plan Options and Planning
  • Wealth Creation Strategies
  • Exchange Traded Fund Basics
  • Tax Planning Strategies
  • Estate Planning
    Education, Designations and Memberships:
  • Bachelor of Arts (Political Science) - University of British Columbia
  • Canadian Securities Course (CSC) - Canadian Securities Institute
  • Conduct and Practices (CPH) - Canadian Securities Institute
  • Canadian Investment Management Course (CIM) Part One - Canadian Securities Institute
  • Partners, Directors, and Senior Officers Course (PDO) - Canadian Securities Institute
  • Canadian Financial Planning Course (CFPC) - Canadian Securities Institute
  • President's Council 1996 - Major Canadian bank
  • Chairman's Council 1997-2001 - Major Canadian bank
  • Vancouver Board of Trade Member