Emerging from the classroom straight into his career in 1971, Peter stepped into the game and became the youngest licensed provider at the time. Driven by a desire to operate independently and serve clients with their best interests in mind, Peter and his partner Paola founded Sorrell Financial in 1976. From the early days of just three hardworking employees, Sorrell has now grown into a coast-to-coast estate planning advisory firm, with offices in Edmonton, Toronto, and Vancouver. As a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant, Peter is energized by working with clients to achieve their business goals. In particular, he is proud of turning Sorrell Financial into a holistic service provider known for its uniquely empathic and client-centric approach.
Sorrell Financial is a firm where understanding a client’s needs is a top priority, ensuring that comprehensive and timely service is at the forefront of every file that they see, earning their stellar reputation. Through the years, Sorrell has evolved into a diverse and skilled team, with each member bringing their unique experience together to provide an unparalleled service. Peter’s passion for excellence of course extends to outside the office. You’re likely to find Peter on the golf course (Edmonton or Palm Springs, weather dependant) or exploring new restaurants with his family. Family is central, both in personal and professional life; alongside his wife Paola and daughter Erica, Peter holds a strong commitment to actively engaging in the community and supporting clients and friends alike.
