Investment Services

We believe in having a personal relationship with our clients, including access to our direct telephone numbers.

We can help manage RRSPs, TFSAs, RESPs, corporate accounts, non-registered investment accounts, and institutional mandates. Portfolios can be managed as discretionary fee based, non-discretionary fee based, or traditional commission based accounts.

We can assist in the following areas:

Registered Savings (RRSP, RRIF, LIF, IPP)
Tax Free Savings Accounts (TFSAs)
Stocks, Bonds, Mutual Funds, Hedge Funds and access to new issues
US and Canadian currency accounts
Cash accounts and margin accounts
Access to IPOs and private placements
Tax advantages investments such as flow-through shares
Tax advantaged investments such as Universal Life products *

On-line access to accounts and research information

Give us a call or send us an email to discuss how we can help you best.

* Recommendations, solicitations, or advice can only be provided by a Ventum Financial Services licensed insurance advisor.

Ventum Financial Corp. is licensed as a broker-dealer in all provinces and territories of Canada and is a member of the IIROC and the Canadian Investor Protection Fund. The contents of our Website are not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction in which we are not registered as a dealer in securities.

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