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.

Lions Gate bridge at night

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.

MEET VENTUM
Peter Katevatis

Peter Katevatis

Investment Advisor

Experienced, Friendly & Knowledgeable


  • Licensed Investment Advisor since 1996
  • Specialist in North American equities and bonds
  • Options Licensed for added opportunities in risk management
  • Understanding and caring
  • Community Oriented in spirit and actions
  • Ask Peter about his community work
Connect with me
Emily Muir

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:
Mike Harrington

Mike Harrington

Estate Planning Specialist

Mike has deep experience in insurance and estate planning

  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • Specializes in identifying tax and estate planning opportunities
  • Tax Deferral
  • Trusts
  • Estate Freezes
  • Insurance

Our Vision & Values

Independence

Ventum ensures that all its Advisors have “the freedom to offer truly independent investment advice, always putting their clients’ needs first.”

Superior Service

Our staff of professionals have decades of experience and are trained to provide you the best service but also the most comprehensive options available in the Canadian financial services industry today. Backed by Insurance, Capital Markets and Wealth Management teams at Ventum; you truly get access to a community of world-class financial experts. 

Operational Excellence

the safety of your privacy, security of your assets and the infrastructure needed by modern financial services is the backbone of the promise of the Ventum platform to its Advisors and clients. 

Safety of Assets

Ventum Financial Corp. is is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

Available now, the complimentary Ventum Private Client Services Second Opinion program