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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
  2. Use strategic "core holdings" to establish a portfolio's foundation
  3. Search out highest quality investment managers
  4. Diversify through asset allocation and management style
  5. Manage the risk in the portfolio
  6. Deliver both consistent and competitive returns

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:

  1. Change in a clients’ investment objective
  2. Material change in a fund
  3. Mid-term Performance

PIB Privacy Policy

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.