Don Cromar joined PI Financial Corp in early 2009 as a Senior Vice President & Director with responsibility for the firm’s Private Client Services division. He is a member of the firm’s Executive and Compliance Committees and is directly responsible for the Investment Advisors and Portfolio Managers including supervision, sales management, business development and external recruitment.
With over 30 years of securities industry experience with both independent, Canadian bank-owned, and Global bank owned dealers, Don brings a breadth of experience to PI in all areas including sales leadership, management, administration, human resources and compliance. During his career he has served in a variety of positions including: stock, bond and derivative trading; credit management, marketing and business development, as an Investment Advisor, and Portfolio Manager, Branch Manager, Regional Manager, and as Head of Private Client Services at PI.
Don is a graduate of the University of Toronto, is a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Industry (FCSI). He is licensed as a Portfolio Manager and a Life, Accident & Sickness Agent with the firm’s wholly-owned insurance subsidiary, PI Financial Services Corp.
He served on the Pacific Council of the Investment Dealer’s Association from 2000-2006, and he has been involved with the Investment Industry Association of Canada since its inception.