PI Financial Ocean Wealth

❤ THANK YOU!!! ❤

On behalf of the Ocean Wealth Team at PI Financial, Ian Clark, Steve Bokor, and Grant Atwood, THANK "YOU", to our dear clients, friends, family, colleagues, and business partners, for making this year an unprecedented success.

We are overjoyed to announce that the Ocean Wealth Team won the "Acts of Kindness Award" where we came in as #1 fundraiser collecting over $15,000 in support for Power To Be in this year's Power To Summit 2023 race!

Power To Be
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Our dedication to providing professional financial planning advice with the highest level of trust and integrity is our commitment to you. Whether it is finding the right investment solution or creating a financial plan that is tailored to your needs, we are confident that your experience with us will be a partnership you can count on.

NVIDIA Just Got Cheaper! - Your Money for May 26th, 2023

Join Ian David Clark, CIM, CFP, for a weekly review of the money markets.

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Ian David Clark

Be Careful What You Wish For (with Brooke Thackray and Skye Collyer) - Ocean Currents

Brooke Thackray, Research Analyst at Horizons ETFs and Skye Collyer, Vice President, Business Development at Horizons ETFs join us on today's episode to talk Seasonal Investing. What is the methodology? How can we apply this concept to a portfolio? Find out here!

Learn more about the Horizons Seasonal Rotation ETF (HAC) that Brooke manages by visiting https://horizonsetfs.com/ETF/hac/, and learn about Horizons' itself at http://www.horizonsetfs.com

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Ian David Clark

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