PI Financial: A premier full-service Canadian investment dealer with nationwide presence.
Location
Vancouver, British Columbia, CA
Founded
1982
PI Financial, now rebranded as Ventum Financial Corp., is a premier full-service Canadian investment dealer with a robust nationwide presence, including offices in Vancouver, Victoria, Kelowna, Calgary, Regina, Winnipeg, and Toronto. The firm focuses on providing comprehensive investment services to private clients and capital markets, leveraging its client-centric approach and entrepreneurial spirit. While specific investment sizes are not detailed, the firm engages in various stages of investment, including post-IPO secondary rounds.
Ventum Financial Corp. is known for its unbiased advice and unparalleled service, catering to both investors and corporate clients. Notable portfolio companies include Nomad, which has raised $25,025,000. The firm's key partners and decision-makers bring extensive experience from affiliations with other reputable financial institutions. Ventum offers unique value-add services that emphasize personalized client relationships and strategic insights, positioning themselves as a compelling choice for those seeking a dedicated investment partner.
PI Financial - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages