Decades of Financial Expertise
With more than 30 years of wealth management experience and over $120 million in assets under management, our practice combines personalized client service with the expertise, resources, and perspective of an experienced advisory team.
Percy Rosenberger
BA, CIM
Percy Rosenberger brings over 30 years of experience across private and public-sector businesses. As a Senior Investment Advisor at one of Canada’s largest independent brokerages, he specializes in providing tailored, unbiased financial advice aligned with each client’s unique wealth objectives.
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Percy brings a broad combination of financial, entrepreneurial, and hands-on business expertise. Credentials include the Chartered Investment Manager (CIM) designation, CPA candidacy, and a degree from UBC.
"Throughout my career, I have been an entrepreneur, owner, manager, and consultant across industries including real estate, forestry, extreme ski-area development, internet technology, and agribusiness. I have also advised numerous companies on strategic planning and financing. As a finance and accounting professional working with businesses across Canada, the United States, and the Caribbean, I have developed the ability to assess both the numbers and the people behind an investment—an essential combination for long-term success."
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Backed by a respected and financially strong organization, our clients have access to a team of market research specialists and business professionals, as well as a trusted network of external lawyers and accountants when needed.
Lennart Kiefer
M.Econ.Fin.
Lennart Kiefer is a global professional with experience in finance and business across Hong Kong, Copenhagen, and Munich. He holds an MSc in Economics and Finance from the internationally renowned Copenhagen Business School.
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Kiefer is an investment advisor focused on helping clients build and preserve wealth through thoughtful, research-driven investment strategies. His approach is grounded in value investing, with an emphasis on identifying quality investments that offer attractive long-term potential.
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At the heart of Lennart’s approach is a genuine commitment to his clients. He takes the time to understand each client’s goals, circumstances, and risk tolerance, and works to develop investment strategies that are tailored to their individual needs. His objective is not simply to recommend investments, but to build lasting relationships and provide advice clients can rely on through changing market conditions.
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Lennart is fluent in English, German, and Mandarin, allowing him to work effectively with clients from diverse backgrounds and across international perspectives.
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His career is defined by a relentless pursuit of early retirement strategies that prioritize capital preservation and long-term growth for high-net-worth clients.
Our Approach
We provide comprehensive wealth strategies designed to help you achieve financial independence through disciplined planning and sophisticated asset management.
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As an independent firm, we source the highest yields available across leading Canadian banks and institutions to optimize your fixed-income returns.
Ventum Financial is one of Canada’s largest independent investment dealers, with approximately $10 billion in assets under administration and 400 employees nationwide. With 13 offices across Canada, Ventum provides the strength and resources of an established national firm while maintaining a personalized, client-focused approach.
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As a member of CIRO and CIPF, Ventum combines dedicated client service with the expertise, resources, and security of an established national firm.