Chartered Investment Manager, Investment Advisor, at PI Financial Corp. - Vancouver, British Columbia, CA
Effective May 1, 2024, PI Financial Corp. (PI) has officially changed its name to Ventum Financial Corp. (Ventum). This rebrand is part of the amalgamation process between PI and Echelon Wealth Partners (EWP), previously announced in March 2023. The amalgamation which, subject to regulatory approval, will occur on June 24, 2024 Ventum is a leading, independent investment dealer which provides a full range of investment products and services for individual, corporate and institutional investors. Since its establishment in 1982, PI, and now Ventum, has become one of Canada’s largest independent dealers with over 300 employees from Toronto west to our headquarters in Vancouver, BC. Our experienced Investment Advisors, Portfolio Managers, and Commodities Futures Advisors are driven by a singular purpose of helping clients achieve their investment, capital or corporate objectives. Whether it is planning for retirement, income, or capital appreciation, Ventum has the advisor suited to your unique needs. As one of Canada’s top investment banks for small to mid-cap Canadian companies we provide expertise across a variety of growth sectors. Our Capital Markets professionals deliver a full range of research, investment banking, advisory, and institutional sales & trading services. Ventum Financial Corp. is a member of the Canadian Investment Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO).