PI Financial Corp.

PI Financial Corp.

Financial Services

Vancouver, BC 4,348 followers

Effective May 1, 2024, PI Financial Corp. (PI) officially rebranded to Ventum Financial Corp. (Ventum).

About us

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).

Industry
Financial Services
Company size
201-500 employees
Headquarters
Vancouver, BC
Type
Privately Held
Founded
1982
Specialties
Private Client Services, Institutional Client Services, Investment Banking, and Insurance and Estate Planning Advice

Locations

Employees at PI Financial Corp.

Updates

  • PI Financial Corp. reposted this

    View organization page for Ventum Financial, graphic

    895 followers

    Ventum Financial Corp. (“Ventum” – formerly PI Financial Corp.) is pleased to announce the successful completion of its amalgamation with Echelon Wealth Partners Inc. (“Echelon”), marking a significant milestone that solidifies its position as a leading independent investment advisory, wealth management, and capital markets firm in Canada. David Cusson, former CEO of Echelon, has assumed the role of CEO of Ventum. Jean-Paul Bachellerie, former CEO of Ventum, has assumed the role of President and COO of Ventum. This strategic alignment of leadership combines the expertise and vision of both firms to enhance client service and operational efficiency. "With offices across Canada, and strong anchors in the east and west, we are well positioned to deliver comprehensive financial solutions tailored to meet the diverse needs of our clients," said David Cusson, CEO of Ventum. "This amalgamation represents a significant step forward in our commitment to excellence and towards becoming the leading independent investment dealer in Canada." "Our combined Private Client Services and Capital Markets teams provide us with the scale needed for future success, enabling continuous investment in our platform and the provision of leading-edge tools and technology for our advisory teams,” said Jean-Paul Bachellerie, President & COO of Ventum. For more information about Ventum, please visit ventumfinancial.com.

  • PI Financial Corp. reposted this

    View organization page for Ventum Financial, graphic

    895 followers

    In case you missed it—on May 1, 2024, PI Financial Corp. (PI) officially rebranded to Ventum Financial Corp. (Ventum)! This name change is part of the amalgamation process between PI and Echelon Wealth Partners previously announced in March 2023. The amalgamation which, subject to regulatory approval, will occur on June 24, 2024. After months of hard work and anticipation, we're excited to embark on this next chapter of our journey. “PI has 42 years of success in the industry,” said Ventum CEO Jean-Paul Bachellerie. “To us, the name Ventum represents the progressive, entrepreneurial spirit that has been at the heart of our success. We look forward to continuing serving clients alongside our new colleagues under our new brand.” Our rebranding represents a significant step forward as we continue to evolve and grow in the financial services industry. As one of Canada’s leading independent investment advisory, wealth management, and capital markets firms, we're committed to innovation, excellence, and providing even greater value to our clients and partners. We're incredibly grateful for the support of our team, clients, and partners throughout this transition. Together, we're building something truly special at Ventum. Stay tuned for more updates and exciting developments and visit ventumfinancial.com to learn more. #VentumFinancial #Rebranding #NextChapter

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    4,348 followers

    i-80 Gold Corp. is a Nevada-focused, mining company with a goal of achieving mid-tier gold producer status through the development of multiple deposits within the Company’s advanced-stage property portfolio with processing at i-80’s centralized milling facilities. Contact your PI advisor for a copy of the report.

    • i-80 Gold Corp. is a Nevada-focused, mining company with a goal of achieving mid-tier gold producer status through the development of multiple deposits within the Company’s advanced-stage property portfolio with processing at i-80’s centralized milling facilities. Contact your PI advisor for a copy of the report.
  • View organization page for PI Financial Corp., graphic

    4,348 followers

    Equity analyst, Jason Zandberg initiates coverage of KITS Eyecare. $KITS is a Canadian-based vertically integrated digital eyecare brand with leading direct-to-consumer glasses manufacturing and digital eye care providing. KITS has an onshore optical lab and fulfillment center based in Vancouver, BC. Contact your PI advisor for a copy.

    • Equity analyst, Jason Zandberg initiates coverage of KITS Eyecare. $KITS is a Canadian-based vertically integrated digital eyecare brand with leading direct-to-consumer glasses manufacturing and digital eye care providing. KITS has an onshore optical lab and fulfillment center based in Vancouver, BC. Contact your PI advisor for a copy.
  • View organization page for PI Financial Corp., graphic

    4,348 followers

    Equity analyst, Ben Jekic initiates coverage on Premium Brands Holdings. $PBH is a food-focused holding company that invests primarily in: 1) Specialty food manufacturers and wholesalers, and 2) Food distribution businesses. Contact your PI advisor for a copy of the report.

    • Equity analyst, Ben Jekic initiates coverage on Premium Brands Holdings. $PBH is a food-focused holding company that invests primarily in: 1) Specialty food manufacturers and wholesalers, and 2) Food distribution businesses. Contact your PI advisor for a copy of the report.

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