Company Profile

experience

PI Financial Corp. (PI) is a leading, employee-owned, Western Canadian based Investment Dealer providing a full range of investment products and services for individual, corporate and institutional investors.

Founded in 1982 by Max Meier and John Eymann, PI started with only eight employees and a commitment to serving the best interests of its clients. Today we advise more than 50,000 clients and have over 300 employees across Western Canada to Toronto.

Our Investment Advisors offer individual clients a comprehensive range of investment products and services including: access to Canadian and US equities, fixed income, mutual funds, options, commodities/futures, retirement plans, life insurance and tax advantaged products.

PI is one of Canada's top investment banks for small to mid cap Canadian companies and has expertise in the resource, technology, life sciences, alternative energy, and consumer discretionary sectors.

driven

Our strategy has been to provide investors with knowledgeable and objective advice from highly trained and experienced professionals who share our commitment to putting our clients' interests first.

Our investment professionals are driven to helping individual, corporate and institutional investors achieve their investment, capital or corporate objectives. They undergo significant and continuing educational requirements and have access to a wide range of in-house and third party investment research. PI does not sell proprietary products thus ensuring independent and unbiased advice. Whether your objectives are planning for retirement, income or capital appreciation, PI has the advisor suited to your unique needs.

PI's Capital Markets division has grown to become one of Canada's leading investment banks for small to mid cap companies and offers a full range of research, investment banking, advisory, and institutional sales and trading services.

What distinguishes us is our deep understanding of our select sectors of expertise, most notably in our mining group. Most of our Capital Markets professionals have 15 years or more combined financial and specific industry experience.

We recognize that your success is our success and that we have to earn your business every day by providing you with value added advice and service.