"A Commitment to Earning Your Trust"

Let me put two decades of investment knowledge, experience, education and success to work for you.

As your professional investment advisor, my first objective is to earn your complete trust so that you are comfortable discussing your most personal financial details and goals with me. Like anything of value, earning your trust will take time. I have been helping my clients manage their financial assets since 1984, and I have earned their trust by providing consistent, helpful advice and good service. As a result, I have also come to know their children, some of whom I now help to accomplish their financial goals using the same strategies valued by their parents. I am now helping some of them to accomplish their financial goals, using the same long-term conservative advice valued by their parents.

Earning your trust means establishing and maintaining a personal relationship that transcends your financial goals and objectives. For me, it means caring about you and your family, and doing my best to help you make the right investment decisions in life. This is why I have taken the important steps of obtaining a CFA Charter. This credential is awarded to only a select group of investment specialists who have mastered a rigourous curriculum covering a broad range of investment related subjects. To earn the CFA Charter, investment professionals must have at least three years of acceptable professional experience in the investment decision making process and must commit to, abide by and annually reaffirm their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.

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?