Private Client Services

Investment Advisory

Independence is paramount to our approach.

Ventum’s seasoned Investment Advisors and Portfolio Managers are committed to providing tailored investment opportunities designed to create wealth, income, and capital preservation for our clients.

Ventum’s Advisors have the freedom to offer unbiased investment and planning advice, always prioritizing the best interests of our clients. We take our responsibility seriously and we are dedicated to building and preserving our clients’ investment portfolios. Investors choose Ventum for our expertise, integrity, stability, and commitment to our clients.

Partnering with a Ventum Investment Advisor will provide you with a strong connection to our Capital Markets team. This relationship offers opportunities for timely access to compelling new IPOs, M&A, business succession and debt consulting services. Clients will also have access to our Research Portal, where they can benefit from our in-depth analysis and thought leadership.

Ventum’s Top Picks represent our best growth ideas from our Research Analysts, who cover a variety of sectors, including mining, technology, consumer products, energy, healthcare, and special situations.

A broad array of external equity and economic research to source timely investment ideas and ensure informed decision-making is just another example of the tools we make available to our advisors and clients.

For corporate issuers, Ventum’s Investment Advisors can assist in raising capital through non-brokered private placements for early-stage companies.

Our dedicated retail-oriented banking team processes hundreds of financings, providing fast and easy access for accredited investors seeking wealth creation opportunities in select growth companies.

Click below to find a licensed Investment Advisor in your province.