About Ventum Financial
Ventum Financial is a Financial Services company based in Toronto (Canada). Wealth management, portfolio services, financial planning, and advisory are provided. It operates on a Professional Services and Commission-Based model. Ventum Financial has completed 1 acquisition, including Dundee Securities. Ventum Financial offers products and services including Wealth Management, Investment Banking, Institutional Sales & Trading, Commodities Futures, and Insurance Services. Its focus areas include Financials, Capital Markets, Investment Banking and Brokerage and Diversified Financials. Its legal entity is Ventum Financial Corp. Its competitors include Royal Bank of Canada, Sun Life Financial and Fairfax Financial Holdings.
Company details
Ventum Financial Corp. is established as a leading independent investment dealer in Canada, offering personalized wealth management and capital markets services. Comprehensive solutions are provided through private client services, investment advisory, and insurance offerings. In the capital markets sector, expertise is delivered via investment banking, institutional sales, trading, and equity research for mid-market corporate clients. With 13 offices across Canada, a client base of over 75,000 worldwide is served with a focus on trust, transparency, and tailored financial strategies.
- Headquarters Toronto, Canada
- SectorsFinancial Services
- Phone•••• ••••
- Website echelonpartners.com
- Social LinkedIn X Facebook YouTube
- Legal Name Ventum Financial Corp.
- Investments & Acquisitions
Products & Services of Ventum Financial
Ventum Financial offers a comprehensive portfolio of products and services, including Wealth Management, Investment Banking, Institutional Sales & Trading, Commodities Futures, and Insurance Services.
Personalized wealth strategies are crafted for individual financial goals.
Advisory and banking services are provided to corporate clients.
Trading and advisory services are offered to institutional clients.
Futures trading services are managed for client investments.
Insurance solutions are provided through Ventum Insurance Services.
Apps and channels of Ventum Financial
its YouTube channel Ventum Financial has 17 subscribers and 2 videos.
Videos from Ventum Financial
The most watched videos on Ventum Financial's YouTube channel, Ventum Financial (17 subscribers). Click a video to play it here.
More on Ventum Financial.
People of Ventum Financial
21 people are tracked at Ventum Financial (13 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
P.eng. Ryan Mooney | Managing Director, Investment Banking (western Canada, Energy & Diversified Opportunities) | Leadership |
David Cusson | CEO | Leadership |
Mark Salerno | Director Of Compliance | Leadership |
Philippe Castonguay | Directeur Général / Managing Director Investment Banking (québec) | Leadership |
Doug Glover | Chief Operating Officer & Chief Financial Officer | Leadership |
Nicholas Kaulbach | Managing Director Institutional Sales | Leadership |
Robert Lee | Managing Director, Lnstutional Sales - Echelon Partners | Leadership |
Beng Lai | Managing Director Investment Banking | Leadership |
Jason M. | Managing Director | Leadership |
Dominic Chow | Chief Strategy Officer, Head Of Marketing, Head Of Talent | Leadership |
Ron Walchuk | Vice President - Western Canada | Leadership |
Saad Khan | Vice President | Leadership |
Rebecca Gondos | Senior Executive Business Partner, Office Of The Ceo, At Echelon Wealth Partners | Leadership |
Csc® Divya Walia Cph® | Senior Operations Associate Electronic Trading | Team |
Sonia D. | Compliance Manager | Team |
Rhonda Davis | Senior Sales Associate | Team |
Kenji Nicks | Institutional Equity Sales | Team |
Shaun Datt Cpa, Ca | Investment Banking Associate | Team |
Matt Morra | Investment Banking Associate | Team |
Sundeep Singh | Senior Systems Architect | Team |
1 more people are available in the full profile.
Complete people profiles for Ventum Financial
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Investments & Acquisitions by Ventum Financial
Ventum Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Dundee Securities.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided to clients by the firm. | dundeesecurities.com | 1998 | Dec 2018 | •••• |
Complete acquisition details for Ventum Financial
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- Acquired stakes
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- Exports
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Competitors of Ventum Financial
Ventum Financial has 3 listed competitors in our database. They include Royal Bank of Canada, Sun Life Financial and Fairfax Financial Holdings.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rbc.com | 1864 | Toronto, Canada | 500 | Comprehensive banking and financial services are provided globally. | ||
| sunlife.com | 1865 | Toronto, Canada | 32,002 | Insurance and asset management services are offered to diverse clients. | ||
| fairfax.ca | 1985 | Toronto, Canada | 38,040 | Property & casualty insurance company |
Detailed competitors of Ventum Financial
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Related news about Ventum Financial
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Frequently Asked Questions about Ventum Financial
Ventum Financial is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Ventum Financial Corp. is established as a leading independent investment dealer in Canada, offering personalized wealth management and capital markets services. Comprehensive solutions are provided through private client services, investment advisory, and insurance offerings. In the capital markets sector, expertise is delivered via investment banking, institutional sales, trading, and equity research for mid-market corporate clients. With 13 offices across Canada, a client base of over 75,000 worldwide is served with a focus on trust, transparency, and tailored financial strategies.
Ventum Financial's top competitors include Royal Bank of Canada, Sun Life Financial and Fairfax Financial Holdings.
Ventum Financial offers Wealth Management, Investment Banking, Institutional Sales & Trading, Commodities Futures, and Insurance Services.
Ventum Financial has made 1 acquisition, including Dundee Securities.
Ventum Financial operates through Ventum Financial Corp..