Insights

Strategic Rebranding Ventum Financial's recent name change and merger with Echelon Wealth Partners signal a strategic consolidation aimed at strengthening market presence and expanding client offerings, presenting opportunities to introduce tailored financial technology solutions that support integrated branding and client management systems.

Growing Client Base As one of Canada's leading independent investment dealers with a focus on small to mid-cap companies, Ventum serves a diverse customer base including individual, corporate, and institutional investors, indicating potential for upselling digital advisory platforms and customized investment analytics tools.

Leadership Expansion Recent executive appointments, including a new President and COO, reflect a focus on leadership strengthening which could open doors to executive-level financial services, premium analytics, and enterprise solutions that cater to high-level decision-makers.

Market Collaborations Partnerships like the one with BuildDirect Operations Limited demonstrate Ventum’s openness to strategic alliances, offering avenues to promote co-branded financial products, market stability tools, or advanced trading technology integrations.

Technology Stack Utilizing advanced tools such as Bloomberg, FactSet, and Capital IQ, Ventum shows a tech-savvy approach, creating opportunities to offer complementary data analytics, cybersecurity solutions, or AI-driven investment platforms to enhance their existing infrastructure.

Similar companies to PI Financial Corp.

PI Financial Corp. Tech Stack

PI Financial Corp. uses 8 technology products and services including Bloomberg, FactSet, cdnjs, and more. Explore PI Financial Corp.'s tech stack below.

  • Bloomberg
    Accounting And Finance
  • FactSet
    Business Intelligence
  • cdnjs
    Content Delivery Network
  • RSS
    Content Management System
  • Capital IQ
    Marketing Analytics
  • Microsoft
    Miscellaneous
  • GoDaddy
    Web Hosting
  • Max Mega Menu
    Widgets

Media & News

PI Financial Corp.'s Email Address Formats

PI Financial Corp. uses at least 2 format(s):
PI Financial Corp. Email FormatsExamplePercentage
FLast@pifinancialcorp.comJDoe@pifinancialcorp.com
94%
FirstL@pifinancialcorp.comJohnD@pifinancialcorp.com
4%
FirstLast@pifinancialcorp.comJohnDoe@pifinancialcorp.com
1%
FMiddleLast@pifinancialcorp.comJMichaelDoe@pifinancialcorp.com
1%
First.Last@ventumfinancial.comJohn.Doe@ventumfinancial.com
100%

Frequently Asked Questions

Where is PI Financial Corp.'s headquarters located?

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PI Financial Corp.'s main headquarters is located at 2500 - 733 Seymour Street, Vancouver, BC V6B 0S6, CA. The company has employees across 2 continents, including North AmericaEurope.

What is PI Financial Corp.'s phone number?

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You can contact PI Financial Corp.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PI Financial Corp.'s official website and social media links?

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PI Financial Corp.'s official website is ventumfinancial.com and has social profiles on LinkedIn.

What is PI Financial Corp.'s NAICS code?

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PI Financial Corp.'s NAICS code is 52 - Finance and Insurance.

How many employees does PI Financial Corp. have currently?

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As of October 2025, PI Financial Corp. has approximately 201 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: A. D.Vice President Investment Banking: F. H.Senior Vp & Portfolio Manager: A. S.. Explore PI Financial Corp.'s employee directory with LeadIQ.

What industry does PI Financial Corp. belong to?

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PI Financial Corp. operates in the Financial Services industry.

What technology does PI Financial Corp. use?

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PI Financial Corp.'s tech stack includes BloombergFactSetcdnjsRSSCapital IQMicrosoftGoDaddyMax Mega Menu.

What is PI Financial Corp.'s email format?

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PI Financial Corp.'s email format typically follows the pattern of FLast@pifinancialcorp.com. Find more PI Financial Corp. email formats with LeadIQ.

When was PI Financial Corp. founded?

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PI Financial Corp. was founded in 1982.
PI Financial Corp.

PI Financial Corp.

Financial ServicesCanada201-500 Employees

Effective May 1, 2024, PI Financial Corp. (PI) has officially changed its name to Ventum Financial Corp. (Ventum). This rebrand is part of the amalgamation process between PI and Echelon Wealth Partners (EWP), previously announced in March 2023. The amalgamation which, subject to regulatory approval, will occur on June 24, 2024

Ventum is a leading, independent investment dealer which provides a full range of investment products and services for individual, corporate and institutional investors. Since its establishment in 1982, PI, and now Ventum, has become one of Canada’s largest independent dealers with over 300 employees from Toronto west to our headquarters in Vancouver, BC.

Our experienced Investment Advisors, Portfolio Managers, and Commodities Futures Advisors are driven by a singular purpose of helping clients achieve their investment, capital or corporate objectives. Whether it is planning for retirement, income, or capital appreciation, Ventum has the advisor suited to your unique needs.

As one of Canada’s top investment banks for small to mid-cap Canadian companies we provide expertise across a variety of growth sectors. Our Capital Markets professionals deliver a full range of research, investment banking, advisory, and institutional sales & trading services.

Ventum Financial Corp. is a member of the Canadian Investment Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO).

Section iconCompany Overview

Headquarters
2500 - 733 Seymour Street, Vancouver, BC V6B 0S6, CA
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    PI Financial Corp.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    PI Financial Corp.'s revenue is estimated to be in the range of $50M$100M

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