Advisors

James O’Brien

Investment Advisor

James has worked in the wealth management industry since 1994, building a successful and well-respected business that specializes in strategic wealth planning for individuals and their families. As a Wealth Advisor, James applies an in-depth approach that focuses on understanding his clients’ unique circumstances and providing suitable solutions, including investment management and the use of tax-advantaged solutions. His goal is to provide clients with peace of mind; knowing that their wealth is being looked after.

Associate

Tracey Fraser

PI Financial Corp. is now Ventum Financial Corp.

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