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.

Founded in

Canada