The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Nick Graham, CFP, CIM

Financial Advisor

Nick Graham is a Financial Advisor working for Assante Capital Management Ltd. Nick joined Assante after a decade working at some Canada’s largest financial firms. Taking on increasingly senior roles throughout his career in operations, sales, management and financial planning allowed him to gain a unique and comprehensive view of the industry and the client-advisor relationship.

With this background, and a vision for operating a financial advisory practice that delivers transparent, valuable advice to clients, Nick and Dave partnered in 2018 to create Graham Sorichetti Wealth Planners at Assante Capital Management Ltd.

Nick is a Chartered Investment Manager® and Certified Financial Planner® professional, and is excited to provide clients in the Durham Region and the GTA comprehensive and valuable wealth planning, investment and financial advice for years to come. 

When not at the office, Nick enjoys spending time with his wife, son & daughter, and their dog at home in Whitby. In his free time Nick enjoys cooking, trail running, snowboarding and doing a lot of reading.

Recent Posts

The Upside of Canada’s Economic Woes

Apr 30, 2024

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

Read more

Tip of the AI Iceberg

Mar 26, 2024

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

Read more

When a wealth plan is fluid

Mar 21, 2024

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

Read more

Nick Graham CFP, CIM

Financial Advisor

Investment services and strategies

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.



Leave a Note

Please fill out the form below

Office Address

1032 Brock St. South Suite #7
Whitby, Ontario
L1N 4L8 Canada