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Jeremiah Katz
Co-Head of Capital Markets Ventum Financial
Jeremiah Katz is a seasoned financial professional, heading a team of dedicated experts at Ventum Financial, a prominent independent investment dealer in Canada. With a talent for identifying lucrative investment opportunities in the Canadian small/mid cap market, he consistently enhances his clients' investment ventures. Jeremiah holds a BA in Economics from Simon Fraser University and has also studied at The Hebrew University of Jerusalem. Previously, he served as the Managing Director and Co-Head of Capital Markets at Ventum Financial.
Highlights
Big News Announcement! Today, we're thrilled to unveil our new identity: PI Financial Corp. is now Ventum Financial Corp.! After answering the phone for close to 30 years as PI Financial (we were previously Pacific International), today is bitter sweet. I thank the founders of PI, Max Meier and the late John Eymann, for building a firm I am proud to have built my career at. Looking forward to the next chapter as Ventum Financial Corp with new partners, new product and as always new opportunities. Our rebranding represents a significant step forward as we continue to evolve and grow in the financial services industry. The name change is part of the process of amalgamation between PI and Echelon Wealth Partners, previously announced in March 2023 that is expected to occur at the end of June 2024. As one of Canada’s leading independent investment advisory, wealth management, and capital markets firms, we're committed to innovation, excellence, and providing even greater value to our clients and partners.
For more information on the rebrand, you can read the press release below
It’s been a challenging end of year for small caps as tis the season for tax-loss selling. For those deploying capital though this would be "the most wonderful time of the year". With tax season wrapping up, investors are selling their losers to harvest tax losses. Our research team at PI Financial Corp. has identified stocks that are likely to rebound once tax loss selling ends (specifically in the #technology, #mining, and #cannabis sectors).
If you'd like to discuss how you can take advantage of this year’s tax-loss selling season, shoot me a message. Otherwise have a great holiday season.
#taxlossharvesting #capitalgainstax #MSOS #cryptoassets
