Advisors

Randy Douglas

Senior Portfolio Manager

“Managing your wealth requires effective communication first and foremost.”- Randy Douglas.

Serving clients in the financial industry since 1990, Randy is a Certified Investment Manager (CIM) with almost 30 years’ experience in providing quality advice to clients. After graduating from Carleton University, Randy passed his Canadian Securities Course, worked for a financial forum keynote speaker, and was recruited by a large brokerage firm. Over the last 30 years, Randy has continued to weather the market cycles to provide consistent financial advice to his clients.

Entrepreneurial in spirit, Randy aims to provide the best match between a client’s portfolio goals and what is happening in the markets. With a strong intuitive sense about the financial markets, Randy develops portfolios based on a variety of resources including Ventum’s top-notch Research Department notes, a very experienced support team, a variety of financial metrics, and other factors that influence the markets. A core tenet of Randy’s customer service is communication. He believes it is the one aspect that can ensure your financial goals are met.

Randy is married with children, participates in triathlons, is active in several volunteer organizations, and has been a municipal councillor for several years.

For a consultation with Randy, call him today.

Associate

Sarah Armstrong

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

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