DC
DC

Denis Cormier

1 Year of Experience

Denis Cormier is a registered investment advisor at Ventum Advisors CORP., based in Vancouver, Bc, with 1 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$355K

Fee Structure

Minimum Investment:$50K
Planning is included in investment management

Ventum Advisors charges a percentage of your portfolio's value each year for investment management services. The fee is calculated based on the value of your account on the last day of each month and is billed at the end of the month. The fees are negotiable based on several factors, including the investment advisor representative providing the services, the type of client, and the amount of assets under management.

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Location

2500 - 733 Seymour, Vancouver, Bc, V6B 0S6

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ventum Advisors CORP.
January 2025 - Present · 1 yr 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.