Advisors

Bert Quattrociocchi

Senior Vice President, MD, Discretionary Asset

Bert Quattrociocchi is the Senior Vice President, MD of Discretionary Asset Management and Portfolio Strategy at Ventum Financial Corp. Mr. Quattrociocchi is the lead portfolio manager for the firm’s in-house managed portfolios and is responsible for the firm’s licensed discretionary portfolio managers. Bert has been managing investment portfolios for over 35 years and is a Certified Portfolio Manager.

Mr. Quattrociocchi‘s executive management background includes: Previous Head of the Private Client Division and the Capital Markets Division, which he established and grew to 40 professionals located in Vancouver, Calgary and Toronto. He has held a wide range of investment industry positions in portfolio management, equity research, institutional and private client sales, and investment banking.

Mr. Quattrociocchi holds an Economics Degree from the University of British Columbia and holds the Chartered Financial Analyst (CFA) designation. Bert has made a significant contribution to the investment industry: Past Chairman of the BC Region of the Investment Industry Association of Canada (IIAC); Past Chairman of the Pacific District Council of the Investment Industry Regulatory Organization of Canada (IIROC); Past Member of the National Advisory Council and National Retail Sales Committee of IIROC; Past President of the Vancouver Society of Financial Analysts.

Associate

Christopher Yee

PI Financial Corp. is now Ventum Financial Corp.

Welcome to our new website.