Proven. Independent.



At PI Financial, we value the partnership we have with our clients, our employees and our regulators. We see ourselves as partners and that approach has helped us become one of the leading Canadian privately-owned investment dealers.

Our Private Client Services team provides customized wealth management solutions, and sales & trading services from sixteen offices across Canada to over 50,000 clients worldwide.

Our Capital Markets professionals including our Research Department, Investment Bankers, and Institutional Sales & Trading teams consistently deliver best-in-class service and expertise across a variety of sectors. Together, we are a leading independent investment bank and resource for our diverse range of institutional clients.

Our stability, sound corporate governance, and independent advice from our experienced team of professionals makes PI your proven choice for a financial partner.

We invite you to explore our site and learn more.

Sincerely,

Gary Ng
Executive Chairman





At PI Financial, we value the partnership we have with our clients, our employees and our regulators. We see ourselves as partners and that approach has helped us become one of the leading Canadian privately-owned investment dealers.

Our Private Client Services team provides customized wealth management solutions, and sales & trading services from sixteen offices across Canada to over 50,000 clients worldwide.

Our Capital Markets professionals including our Research Department, Investment Bankers, and Institutional Sales & Trading teams consistently deliver best-in-class service and expertise across a variety of sectors. Together, we are a leading independent investment bank and resource for our diverse range of institutional clients.

Our stability, sound corporate governance, and independent advice from our experienced team of professionals makes PI your proven choice for a financial partner.

We invite you to explore our site and learn more.

Sincerely,

Gary Ng
Executive Chairman

Our Solutions.

Let our experienced investment advisors assist
you in building wealth

Make the switch to electronic monthly statements.

Sign Up Today

Latest News.

View All