Adam Pukalo

Adam 's career started in 2010 as an assistant in a successful investment advisory team at Union Securities in Winnipeg. PI Financial Corp. purchased Union Securities in 2012, and he has been with the company ever since. In 2015, Adam realized something was missing in his current advisory team: autonomy. That is when he made the difficult decision to pursue growing his own client base. At that point in his career, Adam was 25 years old, and had a vision of what he wanted to create, which was unique strategies to help farming operations in managing their commodity risk and retirement investment portfolios.

Adam has no farming background, but started to grow a rural client base because of his Market Watch radio. It is a radio show broadcasted across the Prairies on the GoldenWest radio stations. He realized many of the same retirement planning strategies he used for non-farming clients could be used for farmers too. A reason for his success in working with farmers is his understanding of their needs and providing unique solutions for their personal situation.

He completed his Chartered Investment Manager (CIM) designation to provide clients an array of investment options. In 2020, Adam was named by the Wealth Professional as a Rising Star in the industry across Canada.

PI Financial Corp. is one of Canada’s largest independent investment firms and has been operational since 1982. Because of the independent nature of this company, he is able to provide clients with the utmost service.