Products and Services
PI Financial Corp. provides a wide range of Private Client services and products including:
- The full spectrum of investment accounts for all types of investors – including US and Canadian currency accounts, cash accounts, margin accounts, RRSP, RRIF, RESP, LIF, IPP, TFSA and locked-in RSPs.
- One of Canada's lowest cost self-directed RRSP accounts
- Access to all North American markets
- Fixed income products, mutual funds, tax advantaged investments, options and derivative products
- Access to PI (and National Bank Financial) individual company research reports and updates, as well as industry reports, with a focus on specific markets.
- Access to equity and fixed income new issue products.
- Access to venture capital opportunities, including private placements, through our corporate finance/investment banking team.
- Your choice of account from traditional commission base, non-discretionary fee-based, and discretionary advisor managed.
- On-line access to account and research information.
- Life insurance products through our affiliated life insurance subsidiary,
PI Financial Services Corp.