Products and Services
PI Financial provides a wide range of private client services and products including:
- The full spectrum of investment accounts for all types of investors – including US and Canadian currency accounts, cash accounts, margin accounts, fee based and commission based accounts, RRSP, RRIF, LIF, IPP and locked-in RSPs.
- One of Canada's lowest cost self-directed RRSP accounts
- Access to all North American markets
- Fixed income products, mutual funds, tax advantaged investments, options and derivative products
- Access to PI Financial (and National Bank Financial) individual company research reports and updates, as well as industry reports, with a focus on specific markets.
- Access to equity and fixed income new issue products.
- Access to venture capital opportunities, including private placements, through our corporate finance/investment banking team.
- Your choice of account from fully managed discretionary to fee based to traditional commission based.
- On-line access to account and research information.
- Life insurance products through our affiliated life insurance subsidiary, PI Financial Services Corp.