At Ventum Financial, our foundation is built on delivering a client-centric experience, grounded in confidentiality, security, and operational excellence.

The Ventum Client Portal provides secure, convenient access to your financial information—anytime, anywhere. From account statements to research tools, the Portal is designed to keep you connected to your wealth with speed, security, and simplicity.

Explore the Features

The Portal offers a full suite of tools to help you stay in control of your investments:

• Simple Navigation – Move easily between Portfolio, Transactions, Documents, Equity Research, and your Watchlist.
• Portfolio Overview – View a high-level snapshot of your investments.
• Detailed Transactions – Access account-level transaction history in real time.
• Custom Reports – Generate Portfolio Valuation and Transaction Reports tailored to your needs.
• Export to Excel – Download and manage your reports with ease.
• Bilingual Support – Choose English or French for reports and documents.
• E-Documents – Secure digital delivery of Statements, Trade Confirmations, Tax Receipts, Annual Reports, and Inserts.
• Client Preferences – Manage your delivery options and go fully paperless.
• Notifications – Get alerts when new documents or updates are available.
• Ventum Research – Direct access to our dedicated research platform.
• Watchlist – Track securities and monitor marketplace changes.
• Currency Options – View your information in CAD or USD.
• Your Advisor – Instantly access your Investment Advisor’s contact details.
• Profile & Settings – Update your password, language, and security preferences.
• Help Center – Find guidance and support for using the Portal.
• Secure Logout – Exit confidently and return to the login page.

WHETHER YOU’RE AN INDIVIDUAL, A family, OR A business, we are YOUR STEADFAST PARTNER IN NAVIGATING THE COMPLEXITIES OF THE FINANCIAL LANDSCAPE.

Consolidate Your Investments AND Enhance Your Returns

Consolidation allows you to:

• View your full financial picture 
  
• Eliminate any duplication within your investments
  
• Review one statement for all your investments instead of various reports from the different institutions which is hard to monitor
  
• Receive the monthly information at the same time instead of on separate intervals which makes it hard for you to track

You do-not have to sell or incur any cost to consolidate. Let us help you organized your financials. Contact us to inquire how to combine your investment accounts.