Marc Dumais  

250-405-2958 linked-in.png

Asset Management

Asset Management

Asset Management in Victoria, BC

Your assets are only as good as their ability to serve your needs. So if you're looking to make the most of your assets, turn to our team for help. At PI Financial Corp, we provide a host of asset management services for clients in Victoria, BC. Whether you're looking to maximize your portfolio, attain financial security for your family, or grow a small business, we're at your service and ready to put our financial knowledge to work for you.

Dedicated, Courteous Professionals

At PI Financial Corp, we pride ourselves on our ability to truly listen to our clients. We know you've worked hard to acquire the assets you have, and we want to help you develop both a short-term and long-term asset management strategy that takes your needs, goals, and concerns into account. Every member of our team is committed to providing attentive, courteous service. And we go out of our way to offer consistently sound financial advice to those in need.

Let a knowledgeable member of our team help you manage your assets. Call today for more information or to schedule a consultation.

Privacy Policy  |  Terms of Use  |  Complaint Handling  |  Unclaimed Property  |  Best Execution  |  Trade Matching Statement  |  Member-Canadian Investors Protection Fund

PI Financial Corp. is licensed as a broker-dealer in all provinces and territories of Canada and is a member of the IIROC and the Canadian Investor Protection Fund. The contents of our Website are not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction in which we are not registered as a dealer in securities.

Website Design For Financial Services Professionals | Copyright 2024 AdvisorWebsites.com. All rights reserved