ABOUT US
FREEBIRD WEALTH operates as a group within Ventum Financial Corp. (“Ventum”), a leading independent, Canadian-owned and operated private client and capital markets firm known for its client-centric approach and entrepreneurial spirit. What this means for our clients is we are able to offer a range of investments, such as equities, fixed-income securities, mutual funds, and hedge funds.
Our Philosophy
How you define wealth is deeply personal.
Our team delivers specialized wealth planning expertise and investment management services for individuals and businesses. As an independent advisory firm, our only obligation is to our clients.
MEET THE TEAM
BHAVIN VYAS
Investment Advisor, CFP, CIM, BScEE
Bhavin is a recently designated Chartered Investment Manager (CIM) and a Certified Financial Planner (CFP) since 2021. His focus is on helping individuals and families create and protect their wealth, by providing professional advice on investment, insurance, tax-savings, retirement, debt management and estate planning.
Bhavin holds a degree in Electrical Engineering from the University of Alberta and has over 12 years of experience in financial market research and trading, as well as 8 years managing his own financial and investment planning practice. His extensive background combines technical expertise with strategic financial management.
Bhavin's exposure and extensive research of the financial markets during the early phase of his career gave him the skills needed to become an expert at investing and related opportunities to create meaningful wealth for his family and others.
Bhavin's passion for education and research has allowed him to pursue various branches of wealth management such as obtaining his Options license and Portfolio Management designation. These pursuits are part of the foundation of Bhavin's investment strategy. Active management and alternative investments paired with technical analysis and core investments in secure sectors is what Bhavin uses to create a diversified portfolio for his clients.
Designations: CIM (Chartered Investment Manager) | CFP (Certified Financial Planner) | BScEE (Bachelors of Science in Electrical Engineering) |
Bhavin is actively involved in Edmonton’s business and professional communities through networking and volunteering.
Outside of work, he mostly enjoys spending time with his amazing wife, his son and his daughter. When he can escape his busy family life, he is often found playing cricket in various Edmonton Cricket League matches. Bhavin can fluently communicate in English, Hindi and Gujarati.
PRITAM ATHWAL
Associate Investment Advisor
Pritam is a CIRO licensed associate that has been part of the financial services industry for 7 years. She started as an administrative assistant to portfolio managers in large financial institutions, managing a book of $100M+.
Pritam is passionate about growth planning and dedicated to helping individuals and families build and protect their wealth. She holds a degree in Accounting from NAIT and brings 10 years of experience in the accounting field. With over 20 years of expertise in managing small family businesses and bookkeeping within the transportation industry, Pritam combines practical business insights with financial expertise to provide personalized strategies that support her clients' financial growth and stability.
Her early exposure to managing family businesses provided her with a deep understanding of entrepreneurial challenges, the ability to navigate high-pressure situations, and the strategic insight needed to build and preserve wealth.
Pritam is dedicated to delivering reliable, hands-on support to clients, working closely with a team to provide seamless trade execution, daily market research and analysis, and exceptional client service. She assists clients with account inquiries, tax packages, and budget planning, ensuring their financial needs are met with care and precision.
Currently expanding her expertise in retirement planning, debt management, and estate planning, Pritam looks forward to offering these comprehensive services to clients in the near future. Her passion for finance is driven by a commitment to helping families reach their full wealth potential and empowering future generations with financial knowledge.
As a mom of two active kids, Pritam can be found chauffeuring her kids to dance and soccer or playing a round of golf with her husband on the weekends. Pritam loves to dance, read, and has plans to travel all the corners of the world. Pritam is involved in her local community and can fluently communicate in English and Punjabi.
Ventum Financial
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
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.
