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PI Financial Raises over $5,600 in Support of Power To Be

PI Financial Corp. participated in their first Power To Play adventure.

 


Direct Line

604 664 2885

Direct Fax

604 664 2666


Email

 

 

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

My Investment Philosophy

Regular communication with my clients and understanding your financial goals is a priority for me, and a critical part of my role as your Investment Advisor. One of the services valued by my clients is their ability to reach me at anytime with any questions they may have or to discuss their investments.  

The formula for financial success and security starts with regular portfolio reviews to ensure long-term performance while minimizing risk. Keeping my clients informed about their investments and their overall strategy is the foundation on which to build their financial success.

 

About Me

With an industry background in both public relations and investments, I have acquired a great deal of experience in selecting the appropriate investments for my clients. PI Financial provides me with the opportunity to select from a wide variety of investment alternatives to meet my clients investments needs.

In terms of hobbies, I love to golf in the summer and ski in the winter. I find Vancouver provides a great playground for these and many other activities I enjoy including yoga, running, hiking and biking.

How I Provide Value to My Clients Investments

I provide my clients with the opportunity to work with me so that together we can make informed and educated choices about their investments. Providing my clients with a wide range of investment options and types of accounts is how we can reach financial goals.

The type of investments and accounts you can choose from:

Equities
Blue chip
Exchange traded funds
Financings
Income Trusts
Small cap
Mutual Funds
RRSPs, RRIFs, and RESPs
Pre-Retirement, Retirement and Estate Planning
Tax Minimization Strategies
Portfolio Reviews
Tax free Savings Accounts

 


 

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?