WEALTH / FINANCIAL / ESTATE

PLANNING

BERT QUATTROciocchi

  • Bert Quattrociocchi is the Senior Vice President, MD of Discretionary Asset Management and Portfolio Strategy at Ventum Financial Corp. Mr. Quattrociocchi is the lead portfolio manager for the firm’s in-house managed portfolios and is responsible for the firm’s licensed discretionary portfolio managers. Bert has been managing investment portfolios for over 35 years and is a Certified Portfolio Manager.

    Mr. Quattrociocchi‘s executive management background includes: Previous Head of the Private Client Division and the Capital Markets Division, which he established and grew to 40 professionals located in Vancouver, Calgary and Toronto. He has held a wide range of investment industry positions in portfolio management, equity research, institutional and private client sales, and investment banking.

    Mr. Quattrociocchi holds an Economics Degree from the University of British Columbia and holds the Chartered Financial Analyst (CFA) designation. Bert has made a significant contribution to the investment industry: Past Chairman of the BC Region of the Investment Industry Association of Canada (IIAC); Past Chairman of the Pacific District Council of the Investment Industry Regulatory Organization of Canada (IIROC); Past Member of the National Advisory Council and National Retail Sales Committee of IIROC; Past President of the Vancouver Society of Financial Analysts.

Senior Vice President, MD, Discretionary Asset Management and Portfolio Strategy

A bald man with glasses, Warren Persaud, in a black suit, white and gray striped shirt, and a striped tie, standing against a blue background.

Warren Persaud

  • Warren has over 20 years of experience in business development roles with several major carriers. In 2012, he launched his own practice as a financial security advisor, earning both his CHS and CFP® designations. Today, Warren specializes in helping families plan for the future while protecting what matters most.

    Outside of work, Warren enjoys traveling with his wife and two daughters and spending time outdoors golfing, playing baseball, and hiking. In the winter, he stays active playing hockey and cheering on his favorite Toronto teams, the Maple Leafs and Raptors. A longtime resident of Durham Region, Warren is deeply connected to his community.

Estate Planning Specialist

A man with light skin and white hair, David Rubin, dressed in a dark suit, light blue shirt, and multicolored tie, smiling and looking at the camera against a plain gray background.

David Rubin

  • David has over 25 years of experience helping advisors deliver tax-effective and cost-efficient planning solutions to their clients.

    Throughout his career in senior roles at major insurance carriers and investment firms, David has built a reputation for simplifying complex planning and insurance concepts into clear, client-friendly language.

    Committed to continuous learning, he has earned multiple designations in tax, estate, and philanthropic planning, including CEA, CFP®, CPCA, EPC, MFA-P and TEP.

    David has also developed numerous sales enablement tools and frequently presents to advisors, clients, and centers of influence on financial planning strategies.

    Beyond his professional work, David and his partner, Aviva, are dedicated animal lovers with six rescue dogs. They actively support SPCA and the World Wildlife Fund, as well as various Children's hospitals, the Canadian Cancer Society, the Alzheimer Society and Food Banks Canada.

Vice President, Planning & Insurance