Call to Action Regarding COVID-19
Posted by Ocean Wealth
At PI Financial we have been carefully monitoring the novel coronavirus (COVID-19) outbreak. We have been proactive in implementing an action plan to prioritize the health and well-being of our clients, our staff, and their families while ensuring business continuity during these challenging times.
Our implementation includes the following measures:
- We have enacted our business continuity plan (BCP). As an IIROC member firm, we have a BCP that is both mandated and annually tested.
- We have instituted that most of our teams work remotely. All of our Private Client Services Investment Advisors and Portfolio Managers are now required to work from home.
- We have asked our team to avoid face to face meetings and utilize phone calls or an online video platform instead.
- All business travel has been temporarily suspended.
Please be reminded that our team at Ocean Wealth will be fully available to you during this crisis to provide you with the service, advice, and execution that you have always received.
We remain committed to keeping you informed and will provide updates as the situation changes.
As always, if you have any questions or concerns, please contact our office.