Led by Trevor Friesen, Friesen Strategic Wealth is a client-focused investment practice under the umbrella of Ventum Financial Corp.

Trevor brings 25 years of industry experience, including senior leadership roles at national investment firms. With multiple industry designations and an analytical, execution-focused mindset, he tailors strategies that reflect your values, goals, and risk preferences.

His practice is transactional-based and emphasizes:

• New issues and private placement

• Institutional-grade bond and equity portfolios

• Short side trading for strategic downside participation

• Customized portfolio construction and wealth strategy

Clients benefit from access to financial planning, estate services, insurance, and trusted external professionals—all backed by Ventum’s robust national platform.