Sorrell Financial

At Sorrell Financial, we take pride in being a national leader in providing unique life insurance solutions. With over forty years of experience, our team of experts has designed custom strategies for some of Canada's leading entrepreneurs and professionals. Our comprehensive industry knowledge, combined with extensive tax and financial expertise, enables us to provide multi-generational strategic advice that optimizes client benefit, achieves tax efficiency, and seamlessly integrates with the overall financial plan.

Our Approach

We understand that every client has unique needs and priorities. That's why we take the time to build strong relationships, listening carefully to their goals and aspirations. Our team of professionals, including chartered accountants, lawyers, actuaries, and insurance professionals, work together to provide expert evaluation and guidance. This collaborative approach allows us to efficiently work with a client's existing team of trusted advisors, blending our skill sets to achieve the best possible outcomes.

Our Services

We offer a wide range of services, including:

• Family Business Succession
• Key-Person Insurance
• Buy/Sell Insurance
• Executive Compensation Strategies
• Collateral Funding Obligations
• "Split Dollar" Planning Opportunities
• Post Mortem Tax Planning
• Tax Treatment of Assets
• Funding Shareholder Tax Obligations
• Tax Exempt Insurance
• Deemed Disposition Rules on Death
• Liquidity for Estate Freeze Planning
• Estate Equalization & Distribution of Assets
• Liability Planning & Wealth Preservation
• Legacy Planning

Our team is dedicated to providing exceptional advice and planning, tailored to meet the unique needs of successful individuals and their families. We believe in building long-term relationships, founded on trust, discretion, and service.

Our Philosophy

We believe that sensible financial planning lies within the translation of an individual's priorities and circumstances. Our goal is to help our clients achieve their financial objectives, maximizing their wealth and legacy while minimizing their tax liability. We strive to deliver peace of mind, knowing that our clients' financial affairs are in order and their futures are secure.