Skip to content
Private Client Services
Advisor Directory
Investment Advisors
Portfolio Managers
Commodities Futures Advisors
Insurance Advisors
Investment Advisory
Wealth Management
Portfolio Strategy Group
Managed Accounts
Strategies & Insights
Portfolio Management
Retirement Planning
Ventum Insurance Services Corp.
Commodities Futures
Commodities Futures Trading
Managed Futures
Capital Markets
Capital Markets Leadership Team
Investment Banking
Mergers and Acquisitions
Restructuring
Debt Capital Markets
Equity Capital Markets
Recent Transactions
Institutional Sales & Trading
Webinars and Conferences
Research
Login to Research
PI Financial (US)
Join the Ventum Team
Current Positions
Advisors & Portfolio Managers
Advisor Support & Onboarding
Advisor Marketing
Corporate Model
Principal Agent Model
Join Our Advisor Team
Contact Us for A Confidential Discussion
About Us
Leadership Team
Board of Directors
Executive Team
Our Culture
Commitment to Success
Diversity, Equity, and Inclusion
Community Engagement
Ventum Foundation
Ventum Pays it Forward
Affiliations & Memberships
News
Insights
Contact
Headquarters
Vancouver
2500 – 733 Seymour Street
Vancouver, BC, V6B 0S6
604 664 2900
1 800 810 7022 (TOLL FREE)
Toronto
2500 – 181 Bay Street
Toronto, ON, M5J 2T3
416 572 5523
1 855 598 4969 (TOLL FREE)
Office Locations
Vancouver
Toronto
Calgary
Edmonton
Montreal
Morden
Ottawa
Port Alberni
Prince George
Vaughan
Victoria
Winnipeg
PI Financial (US) Corp.
Contact
Client Access
Legacy PI Clients: Click on Access Your Account (PI) to view your accounts, your account statements and update your profile. Click on Access Ventum Research (PI) to access our Equity Research Reports.
Legacy Echelon Clients: Click on Access Your Account (Echelon) to view your accounts, your account statements and update your profile.
Access your Account (PI)
Access Ventum Research (PI)
Access Your Account (Echelon)
Contact
Contact Rob Swerdferger
Name
(Required)
First
Last
Email
(Required)
Phone
Message