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.

David Sorichetti

Financial Advisor

David Sorichetti is a Wealth Management Professional with Assante Capital Management Ltd.  He has over 40 years of private business experience. For 20 years, David has helped families facilitate their personal and business financial strategies.  His greatest reward from this, is when his clients thank him for being part of their family team.

If David’s family were part of a baseball team, he along with his wife, daughter and son, would form the top four of the batting order.

In David’s spare time, he works on his fitness . During the summer months you’ll find him roving centre field for the Oakville Golden A’s who are five time Canadian Baseball Champions. In the winter he loves to downhill ski. 

His other passion is spending time being a kid again, entertaining his grandkids and travelling.

Leave a Note

Please fill out the form below