Using the lens of common sense, we turn possibilities into opportunities.
WHO WE ARE
We understand that wealth management relationships can be complex and varied. We prioritize building strong, lasting connections with each individual client. We start by listening to your unique goals and needs. Then, we work with you closely to create a personalized strategy. This approach is essential to helping you achieve your wealth goals.
1. Initial Consultation
- Schedule a meeting to discuss your family's vision and wealth goals.
- Understand both human and financial aspects of your wealth transfer.
2. Discovery Process
- Engage in a deep discovery process with our team.
- Answer purposeful questions to tailor our advice to your needs.
3. Expert Team Collaboration
- Meet our dedicated group of experts who will work with and for you.
- Benefit from their experience and expertise in wealth management.
4. Customized Financial Plan
- Receive a holistic financial plan designed specifically for you.
- Our investment team will assess your risk profile and current commitments.
5. Independent Portfolio Optimization
- Get an independent perspective to create an optimal portfolio.
- Access unique opportunities not typically available to private investors.
6. Simplified Communication and Administration
- Enjoy one point of contact for all your needs.
- Benefit from a compliant structure for Canadian taxpayers.
- Receive a consolidated portfolio report for better clarity.
7. Ongoing Relationship and Trust
- Build a relationship based on trust with our team.
- Develop a holistic wealth strategy that aligns with your vision of impact.
What Does it Cost
Fees matter. They are an element of investing we have full control of. You should be able to understand and see what you are paying.
Fees start at 1.25% and decline as household asset size increases. There is no hard and fast minimum, but I typically serve clients with $150,000+ in assets. These fees will show on your monthly statements and you will be provided with an annual summary showing all fees paid over the course of the year.
Embedded management fees (MERs) are additional and are charged by each Exchange Traded Fund (ETF) or mutual fund. These MERs range from about 0.05% to 0.45% depending on portfolio construction. It is worth keeping in mind that, according to Morningstar, the average mutual fund MER in Canada is in excess of 2.00%.
COMMITTED TO SUCCESS
We value the partnership we have with our clients, our employees and our regulators. We see ourselves as partners and that approach has helped us become one of Canada’s leading independent investment dealers.
Ventum Financial Corp. is a licensed broker-dealer operating in all provinces and territories of Canada. We are proud members of the Canadian Investment Regulatory Organization and participate in the Canadian Investor Protection Fund. It is important to note that the content of our website is not intended, and should not be construed, as a solicitation of customers or business in any jurisdiction where we are not registered as a dealer in securities. Our commitment is to operate within the regulatory framework to ensure transparency, protection, and adherence to industry standards.
