VANCOUVER, April 30, 2019 – PI Financial Corp. (PI) is proud to announce that the firm has successfully completed its latest bulk transfer of the clients of Chippingham Financial Group Limited (Chippingham) and the addition of its Investment Advisors to PI.
In addition, the firm is pleased to announce that Don Metcalfe, formerly Executive Vice-Chairman of Chippingham, has been appointed Executive Vice-Chairman of PI Financial Corp.
“We are pleased to welcome the clients and staff of Chippingham to PI,” said Jean-Paul Bachellerie, Chief Executive Officer of PI. “PI’s success is founded on independent, personalized advice and service and we look forward to applying that approach and leveraging our broad platform. We are also pleased to welcome Don to our deep team of experienced investment industry leaders.”
Don brings a wealth of experience in the securities industry having spent the last seven years with Chippingham and prior to that in various leadership roles with other investment dealers over the course of his successful career.
PI’s Private Client division now has over 200 Investment Advisors in 17 offices across Canada providing clients with a diverse platform offering comprehensive wealth management and investment advisory services.
The firm’s Capital Markets division is one of Canada’s leading independent investment banks, providing financing and advisory services to small and mid capitalization issuers and buy-side clients.
About PI Financial Corp.
PI Financial Corp. is an independent, Western Canadian based, full-service investment dealer, providing a wide range of investment products and services to individual, corporate, and institutional investors. It is also one of Canada’s top investment banks for small to mid cap Canadian companies and has expertise in the resource, technology, industrial products, transportation, healthcare and consumer discretionary sectors. Today PI advises more than 50,000 clients and has over 300 employees in its 17 offices across Canada.
About Chippingham Financial Group
Chippingham Financial Corp. is a national independent, Toronto based, full-service investment dealer, providing a wide range of investment products and services to individual, corporate, and institutional investors. Co-founded by Mr. Gary Ng and Mr. Sepoy Wong in 2012, Chippingham was one of the fastest growing investment dealers in Canada.
PI Financial Corp.
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