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Credentials
Series 65
Experience Industry experience
1 year
Location
Remote
Denis Cormier is a financial advisor with Ventum Advisors Corp. He holds a Series 65 designation and has one year of experience with Ventum Advisors Corp., alongside extensive involvement with Ventum Financial since 1996. Ventum Advisors provides investment advisory services primarily to individual and high-net-worth clients, focusing on discretionary asset management and financial planning for those who use its asset management services. The firm utilizes a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, as well as various analytical techniques, and operates with a unique cross-border structure involving affiliated broker-dealer and insurance operations.
Based on Ventum Advisors Corp.
Based on Ventum Advisors Corp.
Negotiable based on various factors
Account minimum: $50,000 Fee-only: Annual asset management fee based on percentage of assets under management, billed monthly in arrears, fees are negotiable based on client and account factors; no fees charged for financial planning services if client receives asset management services.
California
1 year of industry experience
Ventum Advisors Corp.
2025 - Present • 1 year
Vancouver, Bc
Ventum Financial
2008 - Present • 18 years
Vancouver, Bc
Ventum Financial
1996 - Present • 30 years
Vancouver, Bc
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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