This online resource will introduce you to PIB Financial, the Financial Planning and investment services division of Programmed Insurance Brokers Inc.
PIB began business in 1980 to provide Group Insurance, Life Insurance and Retirement Programs to Home Hardware Stores Limited. Our strong relationship...
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:
1. Invest and stay invested... Read more
The needs, demands, and strategies for managing wealth grow more complex as your net worth grows. Recognizing these complexities, PIB Financial has developed a dedicated Strategic Wealth Management team to service high net worth clients with more than $300,000 of investable assets.
At PIB Financial you can choose the level of comprehensive financial planning advice appropriate for your needs, and tailor it to your life-path.
We will create strategies that best help you achieve your specific goals, which may include buying a home, saving for your children’s education and planning...
PIB Financial can help you plan your financial needs over the course of your lifetime. Your most valuable asset is your healthy ability to earn an income. By helping you select the right combination of life and disability insurance protection, and wise investments, we can help you achieve financial...
At PIB Financial we believe in offering our clients ongoing education. Anyone can learn about Financial Planning. That is why we include the following financial planning resources to help answer any question you might have:Monthly Newsletter Articles
Access to one of the world’s largest searchable...
Our accredited advisors have over 100 years of combined experience...
We’ll help you create a plan just right for you...
For Business Owners
We offer strategic planning for both small businesses and corporations...
Retirement planning is never finished. You will need to manage...
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.