Marc Dumais  

250-405-2958 linked-in.png

Portfolio Management

Portfolio Management

Portfolio Management in Victoria, BC

You've worked hard to build up a portfolio of investments. Now it's time to make sure your investments are working for you. At PI Financial Corp, we provide a wide range of portfolio management services for clients in Victoria, BC. Whether you're looking to expand your investments, save for retirement, or fund an upcoming purchase, our goal is to help you make the right financial decisions.

Knowledgeable, Courteous Professionals

At PI Financial Corp, we value our clients. We know you've worked hard to acquire your investments, and we want to help you make the most of your earnings. When you come to us, we'll take the time to listen to your goals and concerns. Every member of our team is dedicated to providing the courteous service you deserve. And we strive to offer solid financial advice, no matter your circumstances or net worth.

Let a knowledgeable member of our team help you manage your portfolio. Call us 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