Chris Sorensen, CIM, CFP®

Portfolio Manager & Wealth Advisor

250-712-2113 | Email me
250-712-2120
1-844-398-2341

Committed to your success, Chris has nearly two decades of experience in the financial services industry. He is highly educated, with a degree in engineering physics from Simon Fraser University, and financial designations including CFP (Certified Financial Planner), and CIM (Canadian Investment Management) designations. His background, which includes years spent working in his family's construction business, has formed the basis for his financial career and given him a well-rounded understanding of what it means to be a wealth manager.

Chris's love of numbers and problem solving—combined with a focus on each person's individual priorities and unique needs—means that clients' financial plans remain current and relevant through every life stage. For Chris, helping people attain their goals is a privilege, and the strong relationships he develops with his clients are a true source of pride.

Born and raised in Revelstoke, today Chris and his family are an active part of the Kelowna community.  Chris is involved in his children's schools and activities and has been a Director for the Kelowna Art Gallery and the Rotary Centre for the Arts. Chris has been the key sponsor of community-building events such as the Life & Arts Festival and the Kelowna Garden Tour.

Michael Donaghey

Associate

250-712-2126 | Email me
250-712-2120

Originally from Ontario, Michael moved to Kelowna in 2018 and joined Chris at RBC DS shortly thereafter.

Since graduating from the Goodman School of Business with Honours in 2016, Michael has developed a broad knowledge of the financial services industry. He is registered to work with both securities & life insurance, and is currently pursuing his CFP designation.

Outside of work, Michael spends his time cycling, running, and exploring the Okanagan with his partner.