Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Jonathan Sorenson

CFA, FMA

Position

Wealth Planning Associate

Client Relationship Manager

Contact

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.”