News

Adam Pukalo selected as finalist for The Advocis Award for Young Gun of the Year in the WP Awards 2020

VANCOUVER, April 22, 2020 - PI Financial (PI) is proud to announce that Adam Pukalo, Associate Portfolio Manager & Commodity Futures Advisor has been selected as a finalist for The Advocis Award for Young Gun of the Year in the 6th annual Wealth Professional Awards.

The Wealth Professional Awards is a prestigious investment award show that celebrates excellence in the Canadian wealth management and financial planning profession and recognizes leading industry professionals along with service providers for their achievements over the past year.

Finalists in 23 categories were chosen, following an open call for nominations. Winners will be selected by an independent judging panel and announced on September 30, 2020 at the awards event in Toronto. For the full list of finalists, visit www.wpawards.ca.

“We congratulate Adam on being named a finalist for the 2020 Wealth Professional Awards” says Don Cromar, SVP and Head of Private Client Services at PI Financial. “It is no surprise that Adam has been named a finalist, he is dedicated to his clients and their investment goals. He has built a unique book of business here at PI that provides futures and commodities strategies to farming operations across the Prairies in addition to wealth management services. He continues to expand his value proposition as he works towards completing his Life, Accident & Sickness license.”

Wealth Professional Awards project director Jessica Duce said: “The list of finalists is a true snapshot of the best and brightest in the industry right now. It’s going to be a fantastic honour to celebrate this deserving group at the September gala.”

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, healthcare and special situations sectors. Today PI advises more than 50,000 clients and has over 300 employees in its 17 offices across Canada.

About Wealth Professional
Wealth Professional is Canada’s definitive source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals. Delivered exclusively online to Canada’s financial planners and advice community, Wealth Professional provides a real-time web service that keeps time-poor advisers up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business and their industry.

PI Contact:
Don Cromar
SVP, Head of Private Client Services
604.718.7511

Wealth Professional Contact:
Krissy Salvador – Marketing Executive, Key Media
krissy.salvador@keymedia.com