Company Information

Get to know Ocean Wealth (a member of PI Financial Corp)

Ocean Wealth is a trade name and advisory group operating under the umbrella of PI Financial Corp., an independent Canadian investment dealer established in 1982. The team focuses on providing personalized wealth management services to high-net-worth individuals, families, and business owners. Their services encompass discretionary investment management, retirement and estate planning, insurance solutions, and philanthropic strategies, aiming to deliver long-term financial security and growth for their clients. As part of PI Financial Corp., Ocean Wealth operates under a robust regulatory framework and leverages the resources and infrastructure of a major national investment firm.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Ocean Wealth (a member of PI Financial Corp)

Canada

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.