Capturing Opportunity.
Managing Risk.
Thinking Differently.

 

In providing experienced, customized wealth
management to individuals, families and institutions,
my mission is to give my clients insights that turn
them into inspired investors.

 

As a dedicated Investment Advisor with PI Financial, Sam brings his clients twenty years of wealth management and financial planning experience. Early in his wealth management career with PI, Sam was in the top 20 investment advisors in Canada, in the Oldsmobile Canada Stock Brokers Investment Challenge.

My products and services include:

• Initial Public Offerings (IPOs) and public company financings
• Access to stocks, bonds and mutual funds
• Exchange Traded Funds (ETFs), Options, and new issues
• Asset management, retirement and financial planning
• RRSPs, RRIFs, TFSAs and Individual Pension Plans (IPPs)
• Insurance products, Estate planning and Segregated Funds

My Investment Philosophy:

• To assist affluent clients on a personal and corporate level in striking the right balance between risk and reward, determining the proper asset allocation and designing customized financial strategies that best fit their needs. I am committed to offering:
  1. Objective Advice
  2. Wealth management expertise
  3. Excellent Service

My priority is to help each client obtain his or her financial goals.

 

 

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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?