OUR COMMITTMENT

We know that sometimes life can get challenging and we are here to ease the load off your shoulders and put you on track to achieve and excel. It is our goal to see you at the top.

We realize that no one person can be all things and thus we have committed a team of professional specialists in the Financial Planning, Wealth and Estate Management arena to help navigate you through the process.

Whether you need guidance or have any concerns about your savings and investments. We are your go-to source for any investment and planning decisions you have to make. 

CLIENT-CENTRIC APPROACH

We are committed to placing our clients’ needs first. Many of our clients have trusted us for over three decades and we have earned their confidence by developing a number of safeguards to ensure the protection of client assets held at our firm. You can rest assured your accounts are being protected on a multi-level (internal an external):

• Advisors
• Our Compliance Team
• The Canadian Investor Protection Fund (CIPF provides coverage of upto $1 million)
• The Investment Industry Regulatory Organization of Canada (IIROC)

OPERATIONAL EXCELLENCE

Ventum is dedicated to operational excellence, ensuring confidentiality, security, and accessibility for our clients. Our advisors are always available to discuss your investment holdings and answer any questions.

SAFETY OF ASSETS

As a member of both CIRO and CIPF, Ventum offers coverage up to $1 million for general accounts combined, providing added security in the unlikely event of a firm insolvency. Our sound corporate governance and strong financial position provide our clients with the stability they require from their financial institution.