Empowering you and the people you care about to grow your wealth, now and in the future.
TRUSTED, DISCIPLINED, AND FUTURE-FOCUSED ON YOUR GOALS
With over 28 years of experience in the industry, Robert H. Bird believes in investing his time and attention on you. He is focused on your current and future financial needs, as well as your desire to establish a financial legacy.
Robert will work with you to secure your current financial standing and growing your wealth through knowledgeable, long-term planning. He will also review your short and long- term goals and help you understand how to achieve them.
a specialist in managed accounts
A managed account is a portfolio of stocks and/or bonds that is constructed by a single manager.
As an investor, you will work with Robert, a professional portfolio manager to oversee your account’s operations to achieve specific objectives, such as long-term growth or current income.
This is an ideal way for individual investors to benefit from a private portfolio manager’s long-term professional expertise.
Benefits of a managed account:
- Professional supervision of managed accounts addresses your investment risk;
- Managed accounts can be timed to reduce taxes;
- Transactions involving the assets in managed accounts are transparently disclosed to you, the investor
How a managed account works
Account Setup
Based on your needs from our discovery consultations, I provide a detailed onboarding process to assess your financial situation, goals, risk tolerance, and investment preferences to create your customized investment strategy.
Investment Strategy
Based on your needs your portfolio may include asset allocation, diversification, and specific investment guidelines. The objective is to create a portfolio that aligns with the your goals and risk tolerance.
Portfolio
The investment portfolio may include stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other securities based on thorough research and analysis.
Ongoing Account Management
Robert continually monitors the investments, market conditions, and the client's financial situation. Necessary adjustments to the portfolio are made as needed such as rebalancing the asset allocation or replacing underperforming investments to optimize performance and stay aligned with the client's changing circumstances.
Ongoing Reporting
Clients receive regular reports on the performance and activity within their portfolios. Information such as holdings, transactions, gains or losses, and overall portfolio performance is submitted regularly to ensure clients have visibility into their investments.
Fee Structure
Fees start at 1.50% and often decline as household asset size increases. These fees will show on your monthly statements and you will be provided with an annual summary showing all fees paid over the course of the year.
MY Services
I take the worry out of your porftolio. Here's how I can help you.
New clients
Life is busy. Managing your financial well-being for long-term growth is an area of your life you can get solid expertise to gain piece of mind. I have a long-history of working with families to secure their wealth. I work with new prospective clients, post and pre-retirment, with a minimum of $200,000 of investable assets. Investable assets are just one aspect, among others, we consider when we explore your needs to determine if we are best positioned to add value to your financial well-being.
Services
Some of the customized services I offer are:
- Tax mitigation strategies;
- Investment management;
- Estate planning;
- Retirement planning and more.
Get started today. Contact Robert for an indepth discovery consultation.
ROBERT H. BIRD
CIM, PFP, FCSI
SENIOR PORTFOLIO MANAGER
Robert has worked in the financial services industry for over 28 years, beginning with BZW Canada. He joined Echelon, now Ventum Financial, upon the amalgamation from Dundee Goodman Private Wealth. He started his career as an assistant to his father John R. Bird whom he worked together with for 10 years. From this experience, Robert picked up his father’s enjoyment of working with families and their different generations of wealth.
Earning his Canadian Investment Manager (CIM) designation, Robert has been a designated Portfolio Manager since 1999. Most of his clients are managed accounts as they enjoy having less to worry about with their investments. The use of balanced portfolios is very popular, although you will find Robert utilizes a full range of approaches with his clients.
He is married and has three daughters.
Robert H. Bird
Discretionary Senior Portfolio Manager
Ventum Financial Corp.
A leading independent, Canadian-owned and operated private client and capital markets firm, known for our client-centric approach and entrepreneurial spirit. Ventum Financial is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service.
Ventum Financial’s Private Client Services team is comprised of over 200 licensed Investment Advisors, Portfolio Managers, and Commodities Futures Advisors dedicated to forging genuine client partnerships. Each team member offers a unique value proposition, ensuring tailored solutions that meet the distinct needs of our clientele.
At Ventum Financial, we established our foundation on the belief that prioritizing our clients and adopting a people-first mindset will help cultivate long-term, trusted relationships. We have structured the firm in a way that enables us to tailor our services entirely around our clients. Our Investment Advisors and Portfolio Managers have the freedom to offer clients individualized solutions to managing wealth, with comprehensive financial planning strategies, forward-thinking retirement planning advice, and access to specialized wealth services and products.
Ventum Capital Markets
Echelon Capital Markets is a premium full-service broker dealer.
Ventum Capital Markets is a premium full-service broker dealer offering investment banking, advisory, equity research, institutional sales and trading, and retail distribution to small-cap and mid-sized public and private companies in a wide variety of sectors across Canada.
Our investment banking group works with a broad range of issuer clients and provides a variety of capital raising and advisory solutions.
We offer world-class equity research produced by an experienced team of analysts covering over 180 companies across various sectors. Our sales and trading desk offers superior investment advice and efficient trade execution for our institutional and retail clients.
We have deep sector experience in the mining, energy, cannabis, real estate, technology, health care and diversified sectors.
We strive to build trusted, long-term relationships by taking a holistic and forward-looking view on our clients’ business and identifying ways to help our clients achieve their most important objectives.
Resource centre
Access resources such as learning videos, financial scenario calculators and timely articles that impact your financial life.
SMART MONEY CALCULATORS
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Contact Us
Ventum Financial Corp. is a member of CIPF and is regulated by IIROC.
Contact Robert
181 Bay Street
Suite 2500
Toronto, ON M5J 2T3
