Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$25.4M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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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 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Denis Claude Cormier - Financial Advisor | TrueAdvisor