Senior Investment Advisor
FMA
FCSI®
Peter has been providing integrated wealth management advice to individuals, families and business owners for more than 20 years. He joined TD in 2004 and thoroughly enjoys working with the many long-term clients he serves.
Peter is dedicated to helping take the stress out of his clients’ financial lives. His mission is to provide customized wealth strategies and the highest level of personal service, all delivered with the utmost professionalism.
He graduated from the University of Toronto in 1990, and and holds the Financial Management Advisor (FMA) designation and has completed the Certificate in Retirement Strategy. He has been an Advisor at TD since 2004. In addition, he earned the Fellow of the Canadian Securities Institute (FCSI®) designation in 2010, the highest credential offered by the organization.
Peter lives in the Beaches area of Toronto with his wife, Jill, and three university aged children. As a former athlete and entrepreneur in the personal wellness industry, Peter remains dedicated to health and exercise through volleyball, downhill skiing, waterskiing, hiking and biking.
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.
Associate Investment Advisor
B.Comm.
Client Service Associate
B.A
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.