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Denis C. Cormier

VENTUM ADVISORS
VANCOUVER, BC, V6B 0S6
Some features on this profile are disabled
CRD#: 8031661
DC

Professional summary

Denis Claude Cormier is a registered financial advisor currently at VENTUM ADVISORS CORP. .

Denis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Denis has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denis Claude Cormier's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 29, 2025 - Present

VENTUM ADVISORS CORP.

Office #1: 2500 - 733 Seymour, Vancouver, Bc, V6B 0S6
RIA
CRD#: 299365
VANCOUVER, BC,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VENTUM ADVISORS CORP.
CHEVRON ASSET MANAGEMENT | VENTUM ADVISORS CORP. | ECHELON PARTNERS USA INC. | CHEVRON WEALTH MANAGEMENT, INC | CHEVRON ASSET MANAGEMENT, INC

CRD#: 299365 / SEC#: 801-114720

RIA
Registered Investment Advisory firm - (2/11/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/29/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/19/2024
Uniform Investment Adviser Law Examination

Current Firm

VA
VENTUM ADVISORS CORP.
CHEVRON ASSET MANAGEMENT | VENTUM ADVISORS CORP. | ECHELON PARTNERS USA INC. | CHEVRON WEALTH MANAGEMENT, INC | CHEVRON ASSET MANAGEMENT, INC

CRD#: 299365 / SEC#: 801-114720

RIA
Registered Investment Advisory firm - (2/11/2019 Approved)
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Contact information

Main Address
181 Bay Street Suite 2500, Toronto, M5J 2T3
Mailing Address
Phone number
(416) 572-5523
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (6/20/2025)

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 25,380,742

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VENTUM ADVISORS CORP.

CRD#: 299365Vancouver, Bc, V6B 0S6

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