Investment Services

Investment Services

We believe in having a personal relationship with our clients, including access to our direct telephone numbers.

We can help manage RRSPs, TFSAs, RESPs, corporate accounts, non-registered investment accounts, and institutional mandates.  Portfolios can be managed as discretionary fee based, non-discretionary fee based, or traditional commission based accounts.

We can assist in the following areas:

  • Registered Savings (RRSP, RRIF, LIF, IPP) 
  • Tax Free Savings Accounts (TFSAs)
  • Stocks, Bonds, Mutual Funds, Hedge Funds and access to new issues
  • US and Canadian currency accounts
  • Cash accounts and margin accounts
  • Access to IPOs and private placements
  • Tax advantages investments such as flow-through shares
  • Tax advantaged investments such as Universal Life products *

On-line access to accounts and research information

Give us a call or send us an email to discuss how we can help you best.

 

* Recommendations, solicitations, or advice can only be provided by a PI Financial Services licensed insurance advisor.

 

 

 

 

 

 

 

 

 

PI Financial Corp. is licensed as a broker-dealer in all provinces and territories of Canada and is a member of the IIROC and the Canadian Investor Protection Fund. The contents of our Website are not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction in which we are not registered as a dealer in securities

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