Founded in 1991 by Steven Dodick, Dodick & Associates established itself as a financial advisory firm focused on personalized service. In March 2019, the company joined PI Financial Corp., a major Canadian independent investment dealer, to enhance its service offerings and resources. The firm specializes in comprehensive wealth management solutions, including investment advice, portfolio management, financial and estate planning, and insurance services for high-net-worth individuals, families, and corporations.

Founded in

Canada