PIB Financial's Investment Philosophy is based on two key underpinnings: we are process oriented and we are disciplined.
Successful investing starts with a framework!
The following are the principles on which PIB Financial’s framework and discipline are built:
Making a change to a portfolio
There are three primary triggering events that will drive our decision to recommend a change of investment in a portfolio:
AODA Customer Services Policy Statement
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through
Worldsource Financial Management Inc.
Other Products and Services are offered through PIB Financial.
All information provided is believed to be accurate and reliable however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.