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Peter Sorra

Investment Advisor

  • FMA
  • FCSI®

"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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Newsletters

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Quarterly Market Review

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Sorra Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (855) 682-8358
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.

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.

Finding safety in the luxury goods sector

Inflation continues to stay elevated, but higher prices may not be hurting retail sales across the board, says Ben Gossack, portfolio manager, TD Asset Management.  Kim Parlee talks with Ben about how luxury brands and retailers may actually benefit from higher prices.

Return of the Overspender

The holidays are a time for family and joy, but they're also a time when many Canadians tend to rack up credit card bills. This year, high inflation and a possible recession threaten to squeeze our wallets. Here are some tips to help you enjoy the holidays without blowing the budget.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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