Advisors

Connor Cruise

Investment Advisor

Connor has over 15 years of industry experience that includes being an Investment Advisor, Vice President of an Exempt Market Dealer, and Executive Officer, Director, and Consultant for public companies on both the TSXV and CSE. Connor is a Chartered Financial Analyst (CFA) charterholder and earned his Bachelor of Business degree from Bond University in Queensland, Australia.

Connor has successfully financed and developed early-stage growth opportunities, navigating select issuers through the go-public process and subsequent capital markets journey, with a focus on corporate development and M&A.

Connor is committed to delivering personalized investment solutions tailored to his clients’ unique needs. He works closely with clients to understand their financial goals, risk tolerance, and investment objectives, and then develops customized investment strategies based on their risk tolerance.

Connor’s exceptional analytical and communication skills, coupled with his transaction experience and wealth management knowledge, make him a trusted advisor for clients seeking traditional wealth management or active investing.

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

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