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jonathansorenson
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Jonathan Sorenson

Private Wealth Manager & Associate Portfolio ManagerQuadrant Private WealthWinnipeg, Manitoba

Quadrant Private Wealth is an independently owned discretionary portfolio management firm focusing on managing wealth for individuals, families, and institutions. Quadrant delivers a globally balanced multi-asset class strategy to clients managed by best in class institutional investment teams.

Quadrant has a growing team of professionals who have achieved the following designations/titles: Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA), Lawyer, Certified Financial Planner (CFP), Trust and Estate Planner (TEP), Chartered Life Underwriter (CLU), and more!

These highly qualified wealth professionals are available to deliver the highest level of service to each client.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Investment Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Manitoba

Certification/Additional Courses ?

CFA FMA

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