Who We Are
Our
Philosophy
We believe that everyone strives to attain happiness. Joy means different things to each of us, we are here to help you with the financial needs to attain your goals.
There is a lot of fear around investing:
- Have I saved enough to retire?
- What happens if the market goes down?
- How can I save to buy a house?
- Where can I send my child to university?
- Will this black swan event derail my financial plans?
By taking the time to explore the goals of our clients, we ensure that their plan matches their needs. We spend the time to understand your history and current financial picture so that we can draft a roadmap to the future. When the investments are positioned to match your unique risk tolerance you can hopefully attain a key solution, comfort. If you can be comfortable in your investment plan the noise and fear of the stock market melts away.
With confidence and comfort you can weather volatility without falling into the investment pitfalls of the past. This all leads to a financial state of happiness knowing that your personal and family financial goals are attainable.
The Ventum Advantage
Ventum Financial is a leading independent, Canadian-owned and operated private client and capital markets firm well-known for a client-centered approach and entrepreneurial spirit. Ventum produces a wealth of thought leadership articles, videos and reports that support not only its Advisors, but also its clients.
Peter Katevatis
Investment Advisor
As an Investment Advisor at Ventum Financial Private Client Services, Peter assists hard working individuals strive to reach their goals. He implements a comprehensive consultative discovery process to identify an individual's values, relationships and goals. Once established, he works with our trusted team of professionals to execute on the plan.
We have deep experience since 1996 with investments, retirement plans, and wealth transitions across generations. As a licensed advisor in equities, bonds and options he will ensure your plan will help you reach your goals.
As a husband, father, and avid community supporter Peter is someone who can be easily judged by his actions, he is here for you.
Connect with me
Emily Muir
Investment Services Assistant
Our team is here to handle your investment plan:
- Licensed Investment Advisor Assistant
- Skilled in trade management
- Experienced in account services
- Helpful and client focused
Connect with me:
Warren Persaud
Investment Services Assistant
With over 20 years of experience in the financial services industry, Warren is dedicated to helping you grow, manage and transition your wealth. He starts with gaining a deep understanding of your goals and dreams to develop a financial security plan tailored to you.
Whether your goal is to retire comfortably, finance your child’s education, purchase a vacation property, build a successful business or leave a legacy, he has access to a team of experts to offer you comprehensive wealth management solutions including investments, insurance, tax and estate planning, and much more.
But it doesn’t end there. Together, we will regularly review your plan to help ensure it continues to meet your needs through every stage of your life.
