PI Portfolio Strategy & Insights

Welcome to PI Financial Portfolio Strategy & Insights

Let us keep you better informed.  

The PI Portfolio Strategy and PI Equity Research teams produce a wide range of reports covering the latest corporate, economic, market news and statistics to help you stay better informed and up to date with the markets and your investments. PI's Equity research analysts provide timely information and advice on a wide range of growth companies with specializations in the Canadian small to mid-capitalization companies in the mining, technology, industrial and diversified sectors. Each week, the PI Portfolio Strategy team produces several insightful independent fundamental, technical or quantitative strategy reports to help you make more informed investment decisions. 

If you would like to receive these reports, please contact your PI Investment Advisor or Portfolio Manager. If you do not currently have an account with PI Financial and would like to speak to a PI Financial Investment Advisor or Portfolio Manager, please click here

PI Daily News and Market Briefs

(Click to access report)

PI Portfolio Strategy Reports

(Click to access report)

PI Equity Research 

(Client only - click for preview)