PI Financial Welcomes the Clients and Advisors of Wolverton Securities and Global Securities
It is with pride that we announce the successful completion of our latest two transactions bringing together the combined strength of three firms.
With over 300 employees, 200 Investment Advisors, Portfolio Managers, and Commodities Futures Advisors – PI has become one of Canada’s largest employee-owned investment dealers.
Our new clients can now access a diverse platform offering comprehensive wealth and investment management; access to new growth opportunities and financings across all sectors of the economy; as well as commodities futures; and insurance offered through PI Financial Services Corp.
Our Capital Markets division is one of Canada’s leading investment banks providing financing and advisory services to small and mid capitalization issuers and buy-side clients.
We thank all of our valued clients for their continued loyalty as we approach our milestone 35th anniversary providing investment advice and service.