Private Client Services

Wealth Management

Pairing wealth management with an effective plan is our forte.

Ventum offers a dedicated team of Investment Advisors and Portfolio Managers, each utilizing a comprehensive approach to develop personalized solutions for our clients, including:

  • Detailed Analysis: A thorough examination of your current financial situation.
  • Asset Allocation: Strategic distribution to optimize portfolio performance.
  • Portfolio Design and Management: Tailored strategies to meet your unique objectives.
  • Ongoing Monitoring: Continuous assessment and adjustments to align with your goals.
  • Comprehensive Reporting: Transparent insights into your investment performance.

Ventum’s Investment Advisors may provide personalized plans as a value-added service, complementing the investment advice. This collaborative approach helps identify goals and ensures an effective strategy is in place to achieve them. 

Click below to find a licensed Investment Advisor or Portfolio Manager in your province.

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

Welcome to our new website.