Sonny Nielsen
Wealth Advisor at Vancity and Aviso Wealth @Vancity
Kelowna, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2021 — Present
Wealth Advisor at Vancity and Aviso Wealth @Vancity
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Okanagan-Similkameen, BC, CA
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
EDUCATION
1992 — 1994
Langara College
General Studies
2010 — 2013
Saint Mary's University
Graduate, Masters of Management and Co-operative Study
1996 — 1999
British Columbia Institute of Technology
Associate Certificate Financial Management Financial Planning, Wealth Management
SKILLS
Credit UnionsStrategic Financial PlanningConsumer LendingCommercial LendingRetail BankingLines of CreditFinancial ServicesPortfolio ManagementLoansFinancial AnalysisInvestmentsLeadershipManagementStrategyBankingMutual FundsFinanceRisk ManagementCreditChange ManagementFinancial RiskCommercial BankingRefinanceCoachingDebt ConsolidationCredit RiskFinancial PlanningMortgage LendingResidential MortgagesWealth ManagementCredit AnalysisCommercial MortgagesSmall Business Lending
ABOUT SONNY NIELSEN
Investment guy, financial organizer, technology guru, adventurer and family man. I help build a plan to achieve your dreams of tomorrow without sacrificing your lifestyle today
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