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, LL.B, CFP
dbeavis@sorrell.ca
(403) 266-1424 ext 6451
David Beavis is a tax specialist and Chartered Financial Planner with an extensive background in legal, tax, and financial issues involved in retirement and estate planning. He has many years of practical experience working with business owners and their legal and accounting advisors to develop comprehensive retirement and estate plans. David earned his law degree from the University of Western Ontario and is a member of the Law Society of Alberta and the Canadian Bar Association. David has completed the CICA In-Depth Tax Course and advanced tax and financial planning courses. He is a member of the Canadian Tax Foundation, the Conference of Advanced Life Underwriting (CALU), Advocis, and the Calgary Chamber of Commerce.
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, with an emphasis in the financial markets. He has practical experience working with individuals and business owners in developing investment portfolios and financial and estate retirement plans. Sal is a member of Advocis, the Society of Trust and Estate Practitioners (STEP), Conference of Advanced Life Underwriters (CALU), Investment Management Consultants Association (IMCA), and the Alberta Business Family Institute (ABFI). Sal is also past Chair of the Make-A-Wish Golf Classic and a Director of the Mark Mercier Foundation.
BA, CFP, CLU
njones@sorrell.ca
(780) 424-1424 ext 6503
Noah Jones is a Certified Financial Planner and Chartered Life Underwriter who began his career in financial and insurance planning with Sorrell Financial in 1997, shortly after graduating from the University of Alberta. His primary area of expertise is in insurance, estate, and financial planning for business owners and their companies, professionals, and executives. Noah is a member of the Conference of Advanced Life Underwriters (CALU), Advocis, Leadership Edmonton (Alumni), the Alberta Business Family Institute (ABFI), and the Young Entrepreneurs’ Organization (former Chapter President).
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).
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.
CA, TEP
ddalsin@sorrell.ca
(604) 683-1424 ext 6101
Derek Dalsin is a Chartered Accountant and a Trust and Estate Practitioner with extensive investment and tax financing consulting experience. Prior to his tax consulting practice, Derek was a Tax Partner with an international accounting firm in Calgary and Winnipeg, where he provided a full range of client services. 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 is a member of 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 Vancouver, the Conference for Advanced Life Underwriting (CALU) and Advocis.
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.
LL.B, LL.M, TEP
bharries@sorrell.ca
(403) 266-1424 ext 6452
Ben Harries is a member of the Law Society of Alberta and specializes in tax, estate and succession planning for business owners and professionals. Ben has been in the financial services industry since 1998 and co-founded Secure Capital Management Ltd. in 2004, prior to joining the Sorrell Financial team in 2010. He has completed both a Bachelor of Laws and Master of Laws degrees at Cambridge University in England, and articled with one of the top five national Canadian law firms before being called to the Alberta Bar in 1997. Ben has also practiced law privately in the area of family law and estates. In 2000 Ben completed the Canadian Securities Course and also became a member of the Canadian Tax Foundation. Shortly thereafter, he received his Trust and Estates Practitioner designation in 2002.
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.
mkaumeyer@sorrell.ca
(403) 266-1424 ext 6454
Michael Kaumeyer is responsible for National Business Development and Relationship Management and specializes in strengthening core relationships with financial, accounting and legal institutions. Michael has been a senior sales and marketing strategist in a number of industries. Most recently he was a Business Development Officer for one Canada’s largest financial institutions. A seasoned business entrepreneur, after graduating from the University of Alberta Michael spent seven years expanding his own business into an operation with nation-wide distribution. Michael was the past President and board member of Decidedly Jazz Danceworks.
mkewley@sorrell.ca
(416) 504-1424 ext 6208
Michael Kewley joined Sorrell Financial in late 2009 as the Relationship Lead in the Toronto office and is responsible for Business Development. Michael has been involved in the financial services industry for the last 18 years and most recently was the Vice President of Partnerships for the largest, most successful loyalty reward programs in Canada. Michael has a degree in Business from Ryerson University, is a member of the Canadian Professional Sales Association and also volunteers with a number of local organizations in his community.
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
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).
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.
CA, TEP
mmajeau@sorrell.ca
(604) 683-1424 ext 6102
Mel Majeau is a Chartered Accountant and a Trust and Estate Practitioner with extensive experience in tax and estate planning. He is a former Tax Partner with an international accounting firm where, for 25 years, he specialized in tax planning for private corporations and their shareholders, estate and succession planning including insurance-based solutions, corporate reorganizations, and planning for sales, mergers and acquisitions. Mel is a member of the Institutes of Chartered Accountants of British Columbia and Alberta, the Canadian Institute of Chartered Accountants, the Canadian Tax Foundation, and the Society of Trust and Estate Practitioners (STEP).
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.
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.
CFP, CLU, CH.F.C
rsieber@sorrell.ca
(780) 424-1424 ext 6517
Roy Sieber is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. Roy has been associated with Sorrell Financial since 1983, with his primary areas of expertise being Employee Benefits (Group Life and Health Programs, Group Retirement Programs) and personal Retirement Savings Plans. Roy is a member of Advocis.
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.
CA, CFP
ryoung@sorrell.ca
(403) 266-1424 ext 6453
Ross Young is a Chartered Accountant and Certified Financial Planner specializing in tax and estate planning for business owners as well as working with charitable foundations. Prior to joining Sorrell Financial in 2010, Ross co-founded Secure Capital Management Ltd. in 2004 having spent 10 years in the financial services industry. Ross received his Bachelor of Commerce degree at the University of Alberta in 1992 before earning his CA designation while at a major national accounting firm in 1995. In 1999, Ross obtained his CFP designation and subsequently completed the In-Depth Tax Course sponsored by the Institute of Chartered Accountants. Ross currently serves on the National Board of the Canadian Association of Gift Planners (CAGP-ACPDP) and is a past Chair of the Southern Alberta RoundTable of CAGP-ACPDP and Leave A Legacy™ Calgary.
