PI Financial is a leading independent full-service Canadian investment dealer with offices in Vancouver, Victoria, Kelowna, Calgary, Regina, Winnipeg & Toronto.

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PI Financial

PI Financial's headquarters in Vancouver, Canada

Alnoor Versi

Bill Dong

Bill Whitehead

Colman Wong

Daniel C. Moores

Gint Austrins

Murray Hodgins

Duncan Boggs

Anthony P. Fierro

Anthony Cotroneo

Brian Parker

Cale Nishimura

Chris D'Arcy

Denis Cormier

Derek Hodgkins

Don Plummer

Harry Liu

Helen Jansen

Ian Worobetz

James D. Locke

James Kwan

Jamie Greenough

Karla Kerr

Mark Birdsall

Mark W. Stern

Percy Rosenberger

Randy Mainwood

Rex Thompson

Steve Wright

Steven Jeske

Teepy Tang

Todd Eymann

Tony Formosa

Wayne Chiu

Donna L. McPherson

Alex Tadich

Jim McMeekin

Mandy McMullan

Michael Dunlop

Robin Swerdferger

Roy Fong

Scott Cockx

James Cettiga

Reed Peters

Bryan Tretiak

Dan Seiter

John Lang

Andrew MacGillivray

Jens Pedersen

Samantha Watts-Davidson

Anita Lyons

Diana Charlesworth

Massimo DeMarinis

Gavin Van Buuren

Preet Nagra

Brian Ball

James O'Brien

Dave Ellis

Bill Rogers

David Parrish

Dan Del Debbio

Daniel Robinson

Dean Campardo

Dorothy Hoffert

Gary Winters

Greg Nelson

Hanna Krause

John Hancock

Justin Hayek

Malcolm MacIsaac

Marc De Cotiis

Matthew Wacker

Max Meier

Mohit Mathur

Monica Thornton-Trump

Rob Dunn

Robin Mayers

Sam McRae

Santo Sandhu

Shaun Chin

Stan Lee

Stav Adler

Terri MacDonald

Arlene Barkun

Joel Polan

Lawrence Greenberg

Lee Eustace

Michael Ohnona

Edward Dockrell

Lane Snidal

Nik Cooper

Richard Soost

Robb Hawn

Bruce Dickson

Jack K. Peters

Mitch J. Gardner

Marc Dumais

Mike Cochran

Richard Dykeman

Alice Brum

The Advisory Team at PI Financial provides personalized investment advice and strategies to clients, helping them achieve their financial goals. The team consists of experienced advisors who offer tailored solutions in areas such as portfolio management, retirement planning, and wealth preservation.

Advisory Team

The Support Staff team at PI Financial consists of Associates and Assistants who provide critical administrative and operational support to the firm's investment advisors and clients. They handle client communications, process transactions, maintain records, and ensure efficient workflow within the company's various offices across Canada.

Support Staff

The Leadership Team at PI Financial is responsible for setting the strategic direction of the company and overseeing its operations across various markets. Comprising senior executives, including the CFO and multiple Senior Vice Presidents, this team ensures financial integrity, drives growth initiatives, and fosters a culture of excellence within the organization, while aligning the company's objectives with client needs and market opportunities.

Leadership Team

PI Financial

Org chart

Board & advisors

Teams

Advisory Team

Support Staff

Leadership Team

Offices

PI Financial

Org chart

Board & advisors

Teams

Advisory Team

Support Staff

Leadership Team

Offices

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