Peter Sorrell
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Peter Sorrell is a highly experienced Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. With over 46 years of work experience, he has built a team of professionals at Sorrell Financial, a company that provides personalized client care and service. Peter's expertise lies in business transition arrangements, corporate organization, estate and retirement planning, and insurance. He is also a member of the Conference of Advanced Life Underwriters (CALU) and Advocis. Currently, he works as a Partner in the General Management department at Sorrell Financial in Edmonton, Alberta, Canada.
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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.
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Partner
Financial Services
Peter Sorrell's Professional Milestones
- Partner (1977-06-01~): Driving strategic partnerships that expand market reach and expand client base.
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Peter Sorrell works for Sorrell Financial
Peter Sorrell's role in Sorrell Financial is Partner
Peter Sorrell works in the industry of Financial Services
Peter Sorrell's colleagues are Geoff Moreau,Michael Kaumeyer,Laura Vanklaveren
Peter Sorrell's latest job experience is Partner at Sorrell Financial