PBI is a dynamic associate-owned company. Our firm is led by fourteen Partners who share corporate and client servicing responsibilities, ensuring we focus on our clients first – not shareholders.
Starting with 28 employees and 34 clients in 2008, PBI’s team and client base have grown every year since then. We are now a team of over 100 employees working with over 100 plans and funds. Our clients include some of nada’s largest multi-employer pension plans, as well as multi-employer group benefit plans, public sector plans, member-funded pension plans, First Nation trusts, endowment trusts, and other institutional funds. We take pride in the long-term client relationships that we have developed.