Verified recordFinancial Services

Patrick Lychak

Investment Advisor at Ventum Financial

Based in Edmonton, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Edmonton

Industry

Financial Services

Company size

202

Contact information

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Email

1 credit

p•••••••@ventumfinancial.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Patrick Lychak

I am an Investment Advisor whose clients are successful individuals or business owners who value experience, honesty and impartial advice. I manage clients investments through all of the investment accounts available (RRSPs, RESPS, TFSAs, etc) as well as life insurance products. Successful investment management requires knowledge, dedication and the wisdom that comes with experience. Having being licensed over two decades I have learned that the markets are always changing so you have to continually adapt with new technologies or new ways of thinking as progress is inevitable. Despite all this change companies are ultimately valued based on multiples of earnings, cash flow or profit growth potential. That is why it is so important to always focus on company profits and how much you are paying for it when considering any investment. As an independent investment dealer I am not tied to selling company branded products and I perform my own research and often invest myself in what I recommend to clients. I work closely with individuals and corporations to understand their investment needs and how to achieve their goals while preserving capital. I provide my clients with personalized advice, a diversified investment strategy, tax efficient investing and the comfort in knowing I am dedicated in achieving their financial goals. If you value honesty, integrity and experience I look forward to hearing from you! Please click here to visit the Ventum Financial website: https://ventumfinancial.com/

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