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Peter Sorra

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • FCSI®
  • FMA

"Tailored solutions in tune with your needs and the needs of those you care about"

Your values, your future

At Sorra Wealth Management Group, everything we do is driven by your goals. We take the time to understand what matters most to you and your family before building a tailored strategy that aligns with your values - through both the day-to-day responsibilities and longer-term strategic planning. 

We want to know what motivates you, what keeps you up at night and how to envision your ideal lifestyle. Our role is to help you make that lifestyle a reality - day after day, year after year. This means we execute on your wealth strategy with diligence and care, drawing on the specialized expertise of the broader TD team when appropriate. 

Your financial life has many moving parts - all unique to you and your family. Our goal is to help you identify and optimize each part so they work seamlessly together, in active pursuit of your goals. 

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Welcome to your financial HQ

We believe that success is in the details. That's why we build complete wealth plans that are truly personal - driven entirely by you and your goals. Here's what you can expect working with us. 

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Your future is much more than your portfolio

Our goal is to provide truly customized wealth strategies that span the various elements of your financial life. Working with a skilled team of TD specialists, we offer our clients the following integrated suite of services:

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We'd love to meet you

Get in touch to set up a meeting. We can talk about your financial goals and how we can help you make them a reality. 


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Newsletters

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ADDITIONAL CONTACT

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

Helping you achieve your vision of success

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    Q3 2017 Newsletter

    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.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    Next-gen tech that could rock the world and your portfolio

    AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

    Is it even worth my time to submit a $2 billing code?

    Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Six Ways to Manage Stress and Stay Healthy

    Sometimes life throws you for a loop and you have little-to-no control over what happens.

    Ask Money Talk - One big family plan

    Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

    Do you know someone who would benefit from my services?