Ventum Financial
Brett A. Berman, MBA, CFP®, FCSI®, CIM® is an experienced investment advisor currently at Ventum Financial since September 2021. Previously, Brett served as Principal at Plan to Prosper - Intifin Financial Group from 2008 to 2021, providing comprehensive financial planning and advisory services. Earlier career roles include Vice President and Head of Research & Development at RBC Global Asset Management (2005-2008), where Brett founded the Ideas & Innovations Team, and Vice President/Director of Product Development at Dynamic Funds (2001-2005), establishing a key department contributing significantly to firm growth. Additional experience includes launching the first online multi-fund supermarket in the U.K. at Fidelity International (1999-2001) and various roles in pre-MBA experience from 1988 to 1998. Brett holds an MBA in Leadership from IMD and a Bachelor of Arts (Honours) from Middlebury College.
Ventum Financial
1 followers
Ventum Financial Corp. (Ventum), previously known as PI Financial Corp., is a leading independent investment dealer that provides a full range of investment products and services for individual, corporate, and institutional investors. Since its establishment in 1982, 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 the singular purpose of helping clients achieve their investment, capital, or corporate objectives. Whether it is planning for retirement, income, or capital appreciation, Ventum has advisors suited to meet 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 Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO).