Sonia D. is an experienced compliance professional currently serving as a Compliance Manager at Ventum Financial since July 2024 and at Echelon Wealth Partners since March 2020. Previously, Sonia held the role of Branch Manager, Compliance at NOUR PRIVATE WEALTH from January 2019 to March 2020, and served in various positions at BMO Wealth Management - Canada from September 2013 to December 2018, including Assistant Manager of the investment specialist team and Preferred Investment Specialist. Earlier experience includes working as a Derivatives Analyst at RBC in 2007. Sonia holds a Bachelor of Business Administration from Ryerson University and has completed additional courses at the Canadian Securities Institute, including Option Supervisor and Branch Manager, DFOL, CPH, and CSC.
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