About Our Advisors


experience. driven.

PI Financial Corp. has grown and expanded its private client services division with a deliberate and focused strategy. From the beginning, the company has dedicated itself to providing an exceptional work environment for talented individuals – people who think independently, get involved with their clients and their communities, are passionate about and committed to what they do.

The firm believes that a non-bureaucratic and supportive work environment allows our Advisors to do what they do best – which is putting our client's interests first and helping to create and manage wealth. It means our Advisors can concentrate on delivering the kind of performance and results clients have come to expect.

These exceptional professionals have much in common, but they serve a wide variety of needs, interests, and investment appetites. You'll find a range of personalities and approaches – as individual as our clients.

See our advisors...