Financial Services

Portfolio Management

Through the Private Investment Management Group (PIMG) platform, we offer discretionary portfolio management, providing convenience and peace of mind delivered by your very own dedicated Portfolio Management Team.

With discretionary management, the investment manager makes all of the day-to-day investment decisions without having to contact you for each trade. This allows us to make quick buy and sell decisions based on market conditions, which allows us to reduce risk during periods of heightened uncertainty.

We believe an active management approach to investing is necessary in order to mitigate overall portfolio risk. The experience of the 2008 credit crisis serves as a reminder that there are times when portfolios need to be positioned defensively with higher levels of cash.

This active management process allows us to smooth the volatility of returns over time and protect your hard earned capital. You’ve worked hard for your nest egg and our first priority is to protect it.

Trading Services

Our experienced trading team is backed by the firm’s institutional sales and trading desk which is consistently among the top traders in Canada based on value of block trading. The Pinkowski-Allen Team has access to all North American and international markets with six central trade desks in Vancouver, Toronto, Montreal, New York, London, and St. Petersburg, Florida

Our advantages include our knowledge and skill in handling large orders with liquidity constraints, very competitive foreign exchange pricing and more complex orders such as Normal Course Issuer Bids. In addition, we offer options trading, short selling, cash management, foreign exchange transactions and stock option exercising.

Financial Planning & Retirement

A comprehensive financial plan entails planning for the future with a focus on tax minimization and ensuring your wealth is properly transitioned to future beneficiaries. Our team of Certified Financial Planners work directly with you to develop solutions in all areas of personal and corporate financial planning and risk management.

Protecting Your Retirement

Accumulating retirement assets in a tax-efficient manner and ensuring you will not outlive your income are typical retirement planning concerns. We work with you to determine what level of savings you need in order to reach your financial goals.

Protecting Your Estate

We help you determine which tools work best to help ensure your assets are managed and transferred to your heirs with minimum inconvenience of taxes and other expenses.

Protecting Your Business

We offer various financial tools for your small business and employees, such as retirement planning, shareholder agreements, insurance planning, and investment diversification. We also offer advice on the transition of shares between generations and advice for professionals looking to incorporate their practice.

Protecting Your Family

Mitigating your risk should be a key component to any financial plan. We incorporate analysis for life insurance, living benefits (Disability Insurance, Critical Illness, Long Term Care, health & dental) and estate planning insurance.

Protecting Your Legacy

We understand your desire to support worthy organizations and give back to your communities. We help you identify numerous financial benefits, such as immediate tax deductions and capital gains savings, so that your charitable contributions are maximized and your personal financial goals are attained.

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Institutional & Money Management

We offer a full range of investment services specifically tailored for institutional clients such as pension and endowment funds. With our expertise in cash management, we assist our institutional clients who require income with safety of capital by offering rates and yields that are often better than those of your bank. Should your endowment or fund need a diversified investment portfolio, we offer investment management services as well.