Advisors

Jack Serlin

Senior Investment Advisor

“Let me make your money work for you” – Jack Serlin

Jack has been an Investment Advisor since 1989, earning his CFP (Certified Financial Planner) designation in 1999.

Jack is the father of two daughters. As an avid athlete and sports fan, Jack volunteers as a girls’ volleyball coach with Thunder Volleyball Club. He is also a Member of the Board of Directors with Maccabi Canada.
Jack would be happy to consult with you on your current financial and investment needs. You can reach Jack directly by phone or email.

PI Financial Corp. and Echelon Wealth Partners Inc. are now Ventum Financial Corp.

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