PIB Wealth Management | Investment and Advisory Solutions

Time 2022-10-09 07:28:56

Web Name: PIB Wealth Management | Investment and Advisory Solutions

WebSite: http://www.pibwealthmanagement.com

ID:345673

Keywords:

Management,Wealth,PIB,Investment

Description:

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Your Wealth Management Team

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Why PIB Wealth Management?

We are the investment, financial planning, and advisory division of Programmed Insurance Brokers Inc.

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Owned by Home Hardware Stores Limited, PIB, and our sister company RWAM, employ more than 300 employees out of our Elmira, Ontario Head Office and regional offices in London, Blenheim, Chatham, Belle River, Ontario; Edmonton, Alberta; and Halifax, Nova Scotia.

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Established in 1980, PIB initially offered group insurance, life insurance, and retirement programs to Canada’s largest independent hardware stores, Home Hardware Stores Limited. Today, PIB’s offering has expanded while we maintain a strong partnership with Home Hardware and its Dealer network.

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We manage over $1.3 Billion in assets for over 10,000 individual and group clients across Canada.

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The team at PIB Wealth Management brings their experience and expertise to guiding you through your investment and financial planning decisions. Building trust and relationships is at the core of our process.

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Our Signature Client Experience results in targeted and specific conversations surrounding goals and objectives; our Retirement Income RoadMap is a key element to the process.

PIB Wealth Management Strategies for Your Success

Recognize

Our knowledge and experience allow us to recognize our clients’ needs and wants.

Solve

We have created proprietary solutions to meet your identified needs.

Simplify

We take complex problems and provide easy-to-understand solutions.

Present

We package our solutions in a professional offering that clients understand.

Implement and Manage

We execute and manage the solutions.

Our Investment Philosophy

We have a defined process and we are disciplined

Invest and stay invested with strategic and tactical managersUse core holdings to build a foundation for our portfoliosKnow the funds we invest in and seek out high quality managersDiversification of assets – by type, style, and sizeA focus on risk managementMonitor and measure performance

Our Role in Managing Your Investments

Our commitment to you is to develop, assemble, and monitor an investment portfolio that is managed by a team of industry leading investment experts in Canada, and throughout the world

Identify the best managers and firms, from both Canada and the globeFrom our identified list, analyze the managers and firms using our thorough due diligence processBuild a diversified portfolio across asset classes, investment styles, and geographyReview. Continuously evaluate the managers and firms we hire

Our Due Diligence Process

Enhanced ongoing management – through due diligence meetings, we conduct regular reviews with the Investment firms and managers we hire

Our due diligence process is built around our Investment Philosophy, which provides a framework to assess the firms and managers

During our review, there are triggering events which, if they were to occur, would lead us to review, and potentially replace a firm and / or manager:

Material change in a fundUnderperformance versus the market and its peers

OUR TEAM ANSWERS YOUR QUESTION...

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PIB Wealth Management

It’s WHAT we DO and HOW we DO it, that MAKES the difference!

Retirement and Succession Planning

PIB Portfolios Series

Investment Process

Group Retirement Plans

Your PIB Wealth Management Team

Our commitment to you is exceptional client service and strong business ethics. While providing a personal touch, we offer a team approach, focused on delivering sound advice enhancing the client experience.

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PIB Wealth Management
49 Industrial Drive
Elmira ON N3B 3B1
Phone: 1-800-265-6197
pibwealthmanagement@pib.com

TAGS:Management Wealth PIB Investment

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