News

PI Financial Strengthens Bench with Board Appointment

VANCOUVER, May 18, 2021 - PI Financial Corp. (PI) today announced the appointment of David Taylor to its Board of Directors. Mr. Taylor has more than 30 years’ experience as a financial professional, with an exemplary record of success as an investment manager including as founder, President and Chief Investment Officer of Taylor Asset Management which managed up to $2 billion in equity funds across a number of mandates.

“David is widely known in the investment community, and especially the Canadian advisor network, and we are thrilled to add an individual of his calibre and experience to our team,” said Jean-Paul Bachellerie, Chair of the Board and Chief Executive Officer of PI. “Ours is an engaged Board and David will contribute valuable perspective as we work to build on our momentum and pursue the growth opportunities we see in the Canadian market.”

Prior to founding Taylor Asset Management in 2012, Mr. Taylor spent more than 20 years as a portfolio manager at a number of leading Canadian investment firms including Goodman & Company and the Ontario Teachers Pension Plan. He is a 16-time Lipper and Morningstar Mutual Fund Award winner.

Mr. Taylor joins a strong and collaborative Board comprised of senior leaders of PI’s management team and representatives of PI’s ownership group.

PI continues to deliver excellent results for its clients thanks to a model centred on independent analysis and advice. This momentum continues in 2021, with the firm attaining new records for assets under management and revenue.

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About PI Financial Corp.
PI Financial Corp. (PI) is a leading, independent investment dealer which provides a full range of investment products and services for individual, corporate and institutional investors.

Founded in 1982, PI has become one of Canada’s largest independent dealers with over 300 employees from Toronto west to our headquarters in Vancouver, BC.

Our experienced Investment Advisors, Portfolio Managers, and Commodities Futures Advisors are driven by a singular purpose of helping clients achieve their investment, capital or corporate objectives. Whether it is planning for retirement, income, or capital appreciation, PI has the advisor suited to your unique needs.

As one of Canada’s top investment banks for small to mid cap Canadian companies we provide expertise across a variety of growth sectors. Our Capital Markets professionals deliver a full range of research, investment banking, advisory, and institutional sales & trading services.



PI Contacts:
Jean-Paul Bachellerie
Chief Executive Officer
604.664.2717