Vancouver

Chris Dabbs

"Outstanding capabilities are second to none. Public markets in Canada,

Ivy Zhang

“I am committed to deliver superior investment service: to high-net-worth

Jennifer Swedberg

"Wealth creation, management, and preservation is an active pursuit. Be

Jack Serlin

“Let me make your money work for you" - Jack

David Van de Sande

Kenneth Muir

"An investment portfolio should be well diversified to provide options

Peter Katevatis

Bernie Hensel

Since 1998 Bernie has served a diverse group of clients

Leonard Gareau

"Providing investment leadership for individuals, families, and businesses." - Leonard

Michael Forge

Derek Hodgkins

Steve Wright

Steve has been an Investment Advisor since 1998. Steve helps

Robin Mayers

Sam McRae

Santo Sandhu

Santo was raised in Vancouver, and holds a degree from

Shaun Chin

Stan Lee

Stav Adler

As a trusted Portfolio Manager and Retirement Analyst, Stav Adler's

Steve Jeske

Teresa Linchuang

Teresa is an Investment Advisor, Portfolio Manager, and Commodities Futures

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

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