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Peter Sorra

Investment AdvisorCertified Retirement SpecialistVice President

  • FCSI®
  • FMA

"Working together to help you achieve what truly matters to you"

Value Proposition

We will continually strive to earn your respect, trust and business, through a disciplined, process-driven wealth management approach, to give you ultimate peace of mind

Mission Statement

Our team's primary objective is to try and take the stress about money out of our clients lives. We work accomplish our goal by applying a consistent, tactical Asset Allocation process to our customized wealth strategies

Our mission is to try and provide the highest standards of professionalism, personal service and ethical responsibility to our clients 

Our Service and Ideal Clients

We assist established individuals and families in achieving and maintaining financial security through long-term relationships and customized wealth strategies that incorporate a disciplined, tactical Asset Allocation process



ADDITIONAL CONTACT

Toll Free: (855) 682-8358
Fax: (416) 944-7175
Branch Office: (416) 982-4000
Branch Fax: (416) 308-8722

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

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