DC
DC

Denis Cormier

1 Year of Experience
Vancouver, Bc

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 Estate Planning, Investment Management, 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 does not disclose a specific fee percentage or tiered schedule in the brochure for its asset management services, noting that fees are negotiable based on the representative, client type, complexity, and portfolio composition. Fees are billed monthly in arrears based on the portfolio's fair market value. There is a minimum portfolio size of $50,000 to use the firm's services.

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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 9 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.