Suggested:

Ravneet Sohi

Associate, Portfolio Analytics and Reporting
rsohi@nicolawealth.com|437-317-7700

Overview

Ravneet is an Associate, Portfolio Analytics and Reporting at Nicola Wealth, where she supports data-driven investment decisions through in-depth portfolio analysis and reporting.

Prior to joining Nicola Wealth, Ravneet was with SLC Management on the Portfolio Strategy & Analytics team. During this time, she focused on portfolio optimization and strategic asset allocation, gaining exposure to a range of asset classes and collaborating across various functional areas to support investment strategy.

She holds a Bachelor of Commerce (BCom) from the Ted Rogers School of Management and brings a strong analytical foundation and a passion for delivering insights that drive long-term portfolio performance.

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