Sorrell Financial is a national leader in providing unique life insurance solutions. By blending comprehensive industry knowledge with extensive tax and financial expertise, Sorrell has designed custom strategies for some of Canada’s leading entrepreneurs and professionals.
For over forty years we have provided multi-generational strategic advice. Our recommendations are designed to optimize client benefit, achieve tax efficiency and seamlessly integrate with the overall financial plan.
Our relationship with clients and colleagues form and nurture partnerships. Each and every client receives the full attention of our team of professionals. We work together to combine individual skill sets ensuring that all strategies and advice are highly scrutinized.
We continue to operate independently of any financial institution, coordinating with top tier insurance carriers and strategically aligning ourselves with a small group of select banks, family offices, wealth managers, actuaries, accountants, lawyers and other financial planners.