Brian is a fully licensed and accredited Associate Portfolio Manager who also heads Ventum Financial Corp.’s bond desk. Brian’s primary goal is to work with clients to develop, implement and manage customized investment strategies that integrate each client’s unique needs and objectives. Brian will, along with the rest of his team, ensure that clients receive professional investment advice and outstanding customer service delivered via the phone, web or face-to-face. Over the last 10 years, Brian’s focus been on new and secondary offerings, venture financing in all sectors, algorithmic trading and good old-fashioned portfolio management.

Brian was previously employed by Qtrade Securities Inc. This is where he fine tuned his investment management skills through vigorous studies and prudent hands-on experience. Prior to that, Brian was employed by TD Waterhouse as an Investment Representative. While at TD, he worked on the President’s Account desk as an Option Specialist. Brian also worked at a start-up brokerage firm in Calgary named Solium Capital as their sole trader. Originally, his initiation to the investment industry came when he was given the opportunity to work on Canada’s last physical trading floor at the Alberta Stock Exchange as a Board Marker.

Brian received his BA in Psychology from the University of Victoria. He is also a Chartered Market Technician (CMT), Canadian Investment Manager (CIM), Derivatives Market Specialist (DMS) and a Fellow of the Canadian Securities Institute (FCSI). Brian and his team look forward to helping you achieve your investment objectives. Please do not hesitate to contact Brian at Ventum Financial Corp for all your New Issue, Private Placement, Equity, Fixed Income, Mutual Fund and Option needs.