Its experienced investment advisors, portfolio managers and commodity futures consultants have the singular goal of helping clients achieve their investment, capital, or corporate goals. Its capital markets professionals provide a full range of research, investment banking, advisory, and institutional sales and trading services. The Private Client Services team provides customized wealth management solutions and sales and trading services to more than 50,000 clients worldwide from 12 offices across Canada. PI Financial Corp. (PI) was named one of the fastest growing companies in Canada in 2019 in the first program created by The Globe and Mail Business Report. PI is a member of the Investment Industry Regulatory Organization of Canada, all funds invested with us are covered by the Canadian Investor Protection Fund ("CIPF").It has received a 2.5/5 rating in Google Review.

其经验丰富的投资顾问、投资组合经理和商品期货顾问的唯一目标是帮助客户实现其投资、资本或企业目标。其资本市场专业人员提供全方位的研究、投资银行、咨询以及机构销售和交易服务。私人客户服务团队在加拿大的12个办事处为全球50,000多名客户提供定制的财富管理解决方案以及销售和交易服务。PI金融公司（PI）在《环球邮报》商业报告设立的第一个项目中被评为2019年加拿大发展最快的公司之一。PI是加拿大投资行业监管组织的成员，在我们这里投资的所有资金都受到加拿大投资者保护基金（"CIPF"）的保护。它在谷歌评论中获得了2.5/5的评分。

Services:

· Private Clients

Private Client Services investment advisors provide investment opportunities and offer wealth management solutions. Advisors provide innovative strategies for investors and traders, as well as risk management for hedgers. Private clients have access to exchange-traded futures contracts and futures options on all major exchanges.

· Institutional Clients

PI's institutional sales and trading teams are committed to providing insightful advice and exceptional service to clients，and focuses on its coverage areas, including mining, metals, technology, special situations and emerging industries.

· Investment Banking

PI's investment banking professionals provide a full range of banking services and solutions, including：Initial public offerings; Underwriting financing and private placements; M&A advisory services; Divestiture and spin-off mandates; Transaction sponsorship ; Fairness Opinions ;Transaction Financing

· Insurance & Estate Planning

Objective insurance and estate planning advice, including Personal Insurance, Segregated Funds, Annuities, and Business Insurance.

产品服务 :

- 私人客户

私人客户服务部的投资顾问提供投资机会并提供财富管理解决方案。顾问为投资者和交易者提供创新策略，并为套期保值者提供风险管理。私人客户可以获得所有主要交易所的交易所交易期货合约和期货期权。

- 机构客户

PI的机构销售和交易团队致力于为客户提供有见地的建议和卓越的服务，并专注于其覆盖领域，包括采矿、金属、技术、特殊情况和新兴产业。

- 投资银行业务

PI的投资银行专业人士提供全方位的银行服务和解决方案，包括：首次公开发行；承销融资和私募；并购咨询服务；剥离和分拆委托；交易担保；公平意见；交易融资。

- 保险和遗产规划

客观的保险和遗产规划建议，包括个人保险、独立基金、年金和商业保险。