Teamwork is at the heart of Sorrell Financial. We work together seamlessly with a client's existing team of trusted advisors to blend our individual skill sets. The result is a sum greater than its parts for each client.
Our Advisory Team discusses and evaluates every client’s circumstances, ensuring that all strategies and advice are highly scrutinized.
CLU, CFP, CH.F.C
psorrell@sorrell.ca
(780) 424-1424 ext 6501
Peter Sorrell is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. As the founder and CEO of Sorrell Financial, Peter has built Sorrell Financial’s team of professionals, instilling them with his commitment to personalized client care and service. Sorrell Financial has been providing successful business owners, professionals, senior executives, their families and businesses with comprehensive financial planning arrangements for over 30 years. Peter’s primary areas of expertise are business transition arrangements, corporate organization, estate and retirement planning, and insurance. Peter is a member of the Conference of Advanced Life Underwriters (CALU) and Advocis.
BA, CFP, CIMA, TEP
scorea@sorrell.ca
(780) 424-1424 ext 6502
Salvatore Corea is a Certified Financial Planner, Certified Investment Management Analyst, and Trust and Estate Practitioner with over 15 years of investment advisory and financial planning experience. Sal obtained his Bachelor of Arts degree at the University of Alberta majoring in Economics. He has practical experience working with business owners, professionals and executives in developing insurance and investment portfolios and financial and estate plans. Sal is a member of Advocis, Conference of Advanced Life Underwriters (CALU), Society of Trust and Estate Practitioners (STEP), Investment Management Consultants Association (IMCA), and the Alberta Business Family Institute (ABFI).
BA, CFP, CLU
njones@sorrell.ca
(780) 424-1424 ext 6503
Noah Jones is a Certified Financial Planner and Chartered Life Underwriter with over 13 years of insurance advisory and financial sector experience. His primary area of expertise is in comprehensive insurance and estate planning for successful business owners and executives. Noah serves as a board member and past President of the Edmonton Chapter of the Young Entrepreneurs Organization (YEO), is a board member and past Chair of the Support Network Foundation and also sits on the boards of two private companies. Noah is a member of the Conference of Advanced Life Underwriters (CALU), Advocis, the Alberta Business Family Institute (ABFI) and Leadership Edmonton (Alumni).
CA, TEP
wlasher@sorrell.ca
(416) 504-1424 ext 6201
Wayne Lasher is a Chartered Accountant and a Trust and Estate Practitioner with extensive experience in estate, financial, and tax planning, as well as investment advisory. He is a former Tax Partner with an international accounting firm where he provided tax planning and financial services, including insurance-based solutions to business owners, professionals, and high net worth individuals. Wayne is a member of the Canadian Institute of Chartered Accountants, the Institutes of Chartered Accountants of Ontario as well as Alberta, the Canadian Tax Foundation, the Conference of Advanced Life Underwriters (CALU) and the Society of Trust and Estate Practitioners (STEP).
CA
rlangford@sorrell.ca
(780) 424-1424 ext 6512
Ross Langford is a Chartered Accountant with experience in financial planning using alternative investments and insurance products. He is a former Audit Manager with an international accounting firm. He earned his Bachelor of Commerce degree from the University of Alberta in 1996 and is a member of the Institute of Chartered Accountants of Alberta. Ross is pursuing his Chartered Financial Analyst designation and is a member of the Association for Investment Management and Research (AIMR).
MA, CGA, CFP
bcameron@sorrell.ca
(780) 424-1424 ext 6505
Brendon Cameron is a Certified General Accountant (CGA) with experience in estate, financial, insurance, and retirement planning for business owners, professionals, and individuals. He joined the Sorrell Financial team in 2003 after completing his Masters in Economics and Finance from the University of Alberta. Prior to graduate studies, Brendon completed his Bachelor of Arts Honours in Economics from McMaster University in Hamilton, Ontario. Brendon is a Certified Financial Planner (CFP), has completed the Canadian Securities Course and is a member of the Certified General Accountants Association of Alberta, the Financial Planning Standards Council and Advocis.
BA, LL.B, TEP
jkidd@sorrell.ca
(780) 424-1424 ext 6511
Jamie Kidd is a Lawyer and a Trust and Estate Practitioner with extensive domestic and international experience in trust, estate, and tax planning. He was the EVP and General Counsel of an international trust company based in Bermuda where he provided counsel on the implementation of trust/corporate structures for high net worth and ultra-high net worth clients. He earned his law degree from the University of Edinburgh in Scotland and is a member of the Law Society of Alberta and the International Bar Association. Jamie is also a member of the Canadian Tax Foundation, the International Tax Planning Association, and the Society of Trust and Estate Practitioners (STEP).
CA, TEP
dwiseman@sorrell.ca
(416) 504-1424 ext 6203
Daniel Wiseman is a Chartered Accountant and a Trust and Estate Practitioner with extensive experience in corporate finance, estate, and tax planning, as well as investment advisory. He is a former tax professional with an international accounting firm where he provided estate and tax planning advisory services to high net worth individuals. Daniel is a member of the Institute of Chartered Accountants of Ontario and the Canadian Institute of Chartered Accountants and the Society of Trust and Estate Planners (STEP). He has also completed the CICA In-Depth Tax Course.
RHU
mmckay@sorrell.ca
(416) 504-1424 ext 6205
Michael McKay began his career in financial and insurance planning with Sorrell Financial in 2009 working with professionals, executives and their companies. Mike is currently in the process of completing his Certified Financial Planner (CFP) designation and next the Chartered Life Underwriter (CLU) designation. Mike is currently a member of Advocis.
BSc, CFP
bharrison@sorrell.ca
(780) 424-1424 ext 6510
Bruce Harrison is a Chartered Financial Planner with a BSc in Mathematics from the University of Manitoba. He joined the Sorrell Team in 2002 after a lengthy and distinguished career with a major financial institution. His background reflects expertise in a number of areas including personal, commercial, and private banking as well as marketing and human resources. For the past several years he served the financial services needs of a significant portfolio of clients, providing assistance in the form of traditional banking products such as loans, mortgages, and investments as well as retirement, will, and estate planning. Active in the community, Bruce is a member and past Director of the Edmonton Downtown Rotary, Chairman of the Advisory Board, and past President and Treasurer of the Stony Plain Golf Club.
BBA
csamycia@sorrell.ca
(780) 424-1424 ext 6516
Clark Samycia joined Sorrell in 2009 after recently earning his business degree from Bishop’s University in Quebec. His primary focus is providing personalized financial planning and insurance advice to professionals, private businesses and executives. Clark is a member of Advocis and the Edmonton Junior Chamber of Commerce. He is currently pursuing his Certified Financial Planner (CFP) designation.
CA, TEP, CLU
ddalsin@sorrell.ca
(604) 683-1424 ext 6101
Derek Dalsin is a Chartered Accountant, a Trust and Estate Practitioner and Chartered Life Underwriter with extensive investment and tax financing consulting experience. Derek’s public accounting experiences include tax partnership with an international accounting firm in Calgary and Winnipeg. Industries serviced include the energy/energy services sectors, commercial and multi-unit residential real estate, manufacturing, retail/wholesale industries, high-tech and financial services, mutual funds, and leasing businesses. Derek’s memberships include the Canadian Institute of Chartered Accountants, the Institutes of Chartered Accountants of British Columbia and Alberta, the Society of Trust and Estate Practitioners (STEP) where he also serves on the Executive of STEP BC, the Conference for Advanced Life Underwriting (CALU), Advocis, the Canadian Tax Foundation, International Fiscal Association, Canadian Petroleum Tax Society (past president), Association for Corporate Growth and the Institute of Corporate Directors, Canada.
lgebara@sorrell.ca
(780) 424-1424 ext 6508
Layla Gebara began her career in financial and insurance planning with Sorrell Financial in 2002. Layla is currently in the process of completing her Certified Financial Planner (CFP) designation and will soon be embarking on her Chartered Life Underwriter (CLU) designation. Her area of expertise is in insurance, estate, and financial planning for professionals, executives, business owners, and their companies. Layla is currently a member of Advocis.
B.Comm
emah@sorrell.ca
(780) 424-1424 ext 6513
Edmund Mah is a financial planning associate with significant expertise in insurance, estate, and financial planning. Since joining Sorrell Financial in 2006, Edmund has focused his efforts on helping professionals, executives, business owners, and individuals find customized solutions suitable to their unique needs. Edmund holds a Bachelor of Commerce degree from the University of Alberta and is currently pursuing his Chartered Financial Analyst (CFA) designation.
