AeroLeads people directory · profile

Jonathan Sorenson, Cfa, Fma Email & Phone Number

Senior Financial Consultant for Physicians and their families | Tax | Investments | Estate | Insurance | Succession | Retirement | Philanthropy at MD Financial Management | Gestion financière MD
Location: Canada, Canada, Canada 9 work roles 2 schools
1 work email found @nicolawealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@nicolawealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MD Financial Management | Gestion financière MD
Role
Senior Financial Consultant for Physicians and their families | Tax | Investments | Estate | Insurance | Succession | Retirement | Philanthropy
Location
Canada, Canada, Canada
Company size
1163 employees

Who is Jonathan Sorenson, Cfa, Fma? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathan Sorenson, Cfa, Fma is listed as Senior Financial Consultant for Physicians and their families | Tax | Investments | Estate | Insurance | Succession | Retirement | Philanthropy at MD Financial Management | Gestion financière MD, a company with 1163 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at nicolawealth.com and a matched LinkedIn profile for Jonathan Sorenson, Cfa, Fma.

Jonathan Sorenson, Cfa, Fma previously worked as Senior Financial Consultant at Md Financial Management | Gestion Financière Md and Wealth Planning Associate | Client Relationship Manager at Nicola Wealth. Jonathan Sorenson, Cfa, Fma holds B.Comm.(Hons.), Asper School Of Business from University Of Manitoba.

Company email context

Email format at MD Financial Management | Gestion financière MD

This section adds company-level context without repeating Jonathan Sorenson, Cfa, Fma's masked contact details.

*@nicolawealth.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jonathan Sorenson, Cfa, Fma. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Jonathan Sorenson, Cfa, Fma

A financial industry professional for 20 years! I have developed a focus on advising successful business owners, incorporated professionals. I provide families with wealth, tax, insurance, succession, estate and philanthropic planning.

Listed skills include Investments, Wealth Management, Portfolio Management, Mergers And Acquisitions, and 16 others.

Current workplace

Jonathan Sorenson, Cfa, Fma's current company

Company context helps verify the profile and gives searchers a useful next step.

MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
Senior Financial Consultant for Physicians and their families | Tax | Investments | Estate | Insurance | Succession | Retirement | Philanthropy
ottawa, ontario, canada
Website
cma.ca
Employees
1163
AeroLeads page
Company profile
View company profile Email format
9 roles

Jonathan Sorenson, Cfa, Fma work experience

A career timeline built from the work history available for this profile.

Wealth Planning Associate | Client Relationship Manager

Nicola Wealth

British Columbia, Canada

Jul 2021 - Sep 2024

Private Wealth Manager & Associate Portfolio Manager

Quadrant Private Wealth

Winnipeg, Manitoba, Canada

Apr 2018 - Jul 2021

Senior Deal Team Member - Hsbc Securities -> National Bank Financial

National Bank Financial

- Worked on a three person team that led the due diligence on HSBC Securities (Canada) and made recommendations to the Board of National Bank- Worked closely with the legal teams of HSBC and National Bank in the creation of contracts including the deal contract, employment contracts, and retention contracts- Performed due diligence on retail advisory.

Jul 2011 - Jan 2012

Senior Deal Team Member - Wellington West -> National Bank Financial

National Bank Financial

- Provide strategic support for the sale of Wellington West Holdings Inc. to National Bank directly to the President of Wellington West ($333 million)- Assisting in the creation of presentations, contracts, and analysis for shareholders with the goal of obtaining support for the transaction (99%+ success)- Aiding the due diligence process by providing all.

Mar 2011 - Jun 2011

Manager, Products & Services (Wellington West)

National Bank Financial

- Evaluate, develop, recommend and implement strategic and tactical product and service business plans- Manage the product due diligence process for internal and external products- Perform comprehensive financial analysis related to product and service newinitiatives or enhancements- Lead product & service enhancements and new development initiatives.

Jan 2010 - Mar 2011

Manager, Capital Markets

Canadian Wheat Board

- Trading in billions of dollars in swaps, forwards, and options- Developing new hedging techniques and programs - Daily management of producer hedging program exposures- Participated in a multi-year review of the program hedging effectiveness- Developing annual FX hedging strategy - Daily foreign exchange and derivatives trading- Executing cash.

May 2007 - Jan 2010
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

Other employees you can reach at cma.ca. View company contacts for 1163 employees →

MS Mitchell Seper Mitchell Seper Colleague at Md Financial Management | Gestion Financière Md Nanaimo, British Columbia, Canada, Canada View → MD Md Doon Md Doon Colleague at Md Financial Management | Gestion Financière Md Jamalpur Sadar Upazila, Bangladesh, Bangladesh View → JB Jason Brown, Cfp®, Cim® Jason Brown, Cfp®, Cim® Colleague at Md Financial Management | Gestion Financière Md Saskatoon, Saskatchewan, Canada, Canada View → CD Corey Danyluk Corey Danyluk Colleague at Md Financial Management | Gestion Financière Md Kelowna, British Columbia, Canada, Canada View → ME Mosh Elshiekh Mosh Elshiekh Colleague at Md Financial Management | Gestion Financière Md Toronto, Ontario, Canada, Canada View → NC Nicole Casavant Nicole Casavant Colleague at Md Financial Management | Gestion Financière Md Greater Edmonton Metropolitan Area, Canada View → DJ D'Arcy Jette D'Arcy Jette Colleague at Md Financial Management | Gestion Financière Md Ottawa, Ontario, Canada, Canada View → AV Ana Vukovic, Bsc, Cfp, Cim® Ana Vukovic, Bsc, Cfp, Cim® Colleague at Md Financial Management | Gestion Financière Md Canada, Canada View → SC Sharonette Campbell, Csc ® Sharonette Campbell, Csc ® Colleague at Md Financial Management | Gestion Financière Md Toronto, Ontario, Canada, Canada View → KS Katherine Salinas Katherine Salinas Colleague at Md Financial Management | Gestion Financière Md Greater Ottawa Metropolitan Area, Canada View →
2 education records

Jonathan Sorenson, Cfa, Fma education

Education record

Canadian Securities Institute

Additional courses include: Wealth Management Techniques, Wealth Management Essentials, Professional Financial Planning Course, Canadian.

FAQ

Frequently asked questions about Jonathan Sorenson, Cfa, Fma

Quick answers generated from the profile data available on this page.

What company does Jonathan Sorenson, Cfa, Fma work for?

Jonathan Sorenson, Cfa, Fma works for MD Financial Management | Gestion financière MD.

What is Jonathan Sorenson, Cfa, Fma's role at MD Financial Management | Gestion financière MD?

Jonathan Sorenson, Cfa, Fma is listed as Senior Financial Consultant for Physicians and their families | Tax | Investments | Estate | Insurance | Succession | Retirement | Philanthropy at MD Financial Management | Gestion financière MD.

What is Jonathan Sorenson, Cfa, Fma's email address?

AeroLeads has found 1 work email signal at @nicolawealth.com for Jonathan Sorenson, Cfa, Fma at MD Financial Management | Gestion financière MD.

Where is Jonathan Sorenson, Cfa, Fma based?

Jonathan Sorenson, Cfa, Fma is based in Canada, Canada, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Jonathan Sorenson, Cfa, Fma worked for?

Jonathan Sorenson, Cfa, Fma has worked for Md Financial Management | Gestion Financière Md, Nicola Wealth, Quadrant Private Wealth, Alpha Advisor Agency, and National Bank Financial.

Who are Jonathan Sorenson, Cfa, Fma's colleagues at MD Financial Management | Gestion financière MD?

Jonathan Sorenson, Cfa, Fma's colleagues at MD Financial Management | Gestion financière MD include Mitchell Seper, Md Doon, Jason Brown, Cfp®, Cim®, Corey Danyluk, and Mosh Elshiekh.

How can I contact Jonathan Sorenson, Cfa, Fma?

You can use AeroLeads to view verified contact signals for Jonathan Sorenson, Cfa, Fma at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Sorenson, Cfa, Fma attend?

Jonathan Sorenson, Cfa, Fma holds B.Comm.(Hons.), Asper School Of Business from University Of Manitoba.

What skills is Jonathan Sorenson, Cfa, Fma known for?

Jonathan Sorenson, Cfa, Fma is listed with skills including Investments, Wealth Management, Portfolio Management, Mergers And Acquisitions, Asset Allocation, Financial Analysis, Financial Advisory, and Strategy.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.