Nik Veigli

February 3, 2025

Nik Veigli is a Client Relations Representative at Rosenberg Research, where he is dedicated to delivering a high-end client experience for both existing and prospective clients.

Prior to joining Rosenberg Research, Nik worked as an Associate Advisor at Monarch Financial, a holistic financial planning and investment advisory firm operating under the Sun Life umbrella in downtown Toronto. In this role, he supported a team of advisors in all client meetings and was responsible for managing the team’s model portfolios, providing investment recommendations, and rebalancing client holdings.

Nik has successfully completed Levels I and II of the Chartered Financial Analyst (CFA) program.