Jonathan Sorenson - Nicola Wealth
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Jonathan Sorenson

CFA, FMA


Position

Wealth Planning Associate

Client Relationship Manager


Jonathan Sorenson

CFA, FMA

Jonathan joined Nicola Wealth in 2021, bringing with him a client-first mentality and nearly two decades of experience in wealth management.

Prior to joining Nicola Wealth, Jonathan spent three years at an independent portfolio management firm. He graduated with his Bachelor of Commerce from the Asper School of Business at the University of Manitoba and holds his Chartered Financial Analyst and Financial Management Advisor designations.

Jonathan’s passion is helping clients achieve their personal and financial goals and uses his extensive experience in wealth management and client service to ensure their expectations are exceeded.

In his spare time, Jonathan spends his time hiking, skiing, and chasing after his three boys.

Why Nicola Wealth?

”I prefer to work with a firm that has a client-first mentality and focuses on providing a superior client experience.”