Nick Graham, CFP, CIM
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.
Our 2024 Wish List
Jan 23, 2024
Is the great inflation battle really over? Investors' wishes for a prosperous year might just come true. Explore the trends shaping your investments in 2024....Read more
What to expect in 2024
Jan 18, 2024
As 2023 draws to a close, let’s reflect on the changes and challenges of the past year and explore enticing trends and investment opportunities for the year to come....Read more
Making the most of a First Home Savings Account
Jan 04, 2024
Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....Read more
Leave a Note
Please fill out the form below