Jonathan Sanchez

Jonathan Sanchez is an experienced investment advisor currently serving as a senior investment counselor on the advice and privileges team at Banque Nationale Investissements since March 2023. In this role, Jonathan manages a dedicated portfolio for Canadian residents, focusing on client development and specialized investment advice. Prior experience includes working at Desjardins from February 2021 to January 2023, where Jonathan managed a portfolio of CAD 600 million in private wealth management and supported high-net-worth individual clients. Jonathan also held various positions at Indosuez Wealth Management from January 2005 to October 2019, including private banker, where a portfolio of EUR 200 million was managed for clients in New Caledonia. Education includes a finance course on Canadian investment funds from IFSE Institute.