Jonathan Sorenson

I understand the value of advice and take pride in providing physicians and their families with thoughtful planning to help them meet their financial needs and reach their goals in life. Taking a holistic approach, I work to consistently deliver tailored planning solutions to enhance my clients’ overall financial wellness. It is for these reasons that I joined Wellington-Altus.

I have known the management team at Wellington-Altus for 15 years and trust them to build a platform that prioritizes client experience, advisor independence, and safety of assets.

My career in financial services began over 20 years ago, in 2002. Since then, I have developed a focus on advising successful physicians, their families, and business owners. I provide families in the Okanagan and Kootenay regions with wealth, tax, insurance, succession, estate and philanthropic planning advice.

I earned a Bachelor of Commerce in Finance and Accounting from the Asper School of Business at the University of Manitoba, hold the Financial Management Advisor (FMA) designation, and I am a Chartered Financial Analyst (CFA) professional.

Outside of work, I enjoy spending time outdoors with my wife and three young boys.