VANCOUVER, BC, and TORONTO, June 24,
2024 /CNW/ - 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 our website at
ventumfinancial.com.
About Ventum Financial
Corp.
Ventum Financial Corp. is headquartered in Toronto, ON with key operational functions in
Vancouver, BC, and is a leading
independent investment advisory and capital markets firm with
fifteen offices across Canada.
With a steadfast commitment to integrity and client service, Ventum
provides a wide array of financial services to individual,
institutional, and corporate clients through our team of
experienced professionals.
SOURCE Ventum Financial Corp.