D

Devon Sorge's
email & phone

Current Position:

Financial Advisor at Dewar Sorge Insurance & Investments

Experience:

14 years

Location:

Greater Calgary Metropolitan Area, Canada

How to contact Devon Sorge

email****@gmail.com
phone+1-778-***-**10
LinkedIn
YouTube

Work Experience

Financial Advisor at Dewar Sorge Insurance & Investments

Jul 2025 - Current

Family Office & Insurance Consultant at Family Wealth Coach

Apr 2023 - Current

Financial Advisor at Family Wealth Coach

Apr 2023 - Jul 2025

Financial Security Advisor at Canada Life Assurance Co

Mar 2022 - Apr 2023

Wealth Planning Specialist at TD

Aug 2021 - Mar 2022

Associate Investment Advisor, Planning at TD Wealth Management

Nov 2016 - Aug 2021

Tax Specialist/Senior Accountant at KPMG Canada

Oct 2013 - Nov 2016

Sales Assistant at BMO Nesbitt Burns

Apr 2011 - Apr 2012

Devon Sorge started working in 2011, then the employee has changed 6 companies and 6 jobs. On average, Devon Sorge works for one company for 2 years.

Education

Trust and Estate Practitioner Designation at STEP Canada | The Society of Trust and Estate Practitioners (Canada)

Chartered Professional Accountants of Canada (CPA Canada)

Chartered Accountant at Chartered Accountant School of Business

Mount Royal University

Athabasca University

Bachelor of Commerce (BCom) at University of Alberta

Universidad de Navarra

Skills

IFRS, External Audit, Financial Statements, Corporate Tax, Accounting, Financial Analysis, Tax, GAAP, Financial Accounting, Auditing

Frequently Asked Questions

What is Devon Sorge's minimum period of employment in the companies?

Devon Sorge's minimum period of employment in various companies is 7 months.

What is Devon Sorge's average duration of employment for different companies?

On average, Devon Sorge works for one company for 2 years 2 months

What industries has Devon Sorge worked in?

Devon Sorge worked in the Financial Services, and Banking.

What positions has Devon Sorge held before?

Previously, Devon Sorge worked as a Family Office & Insurance Consultant, and Financial Advisor, and Financial Security Advisor, and Wealth Planning Specialist, and Associate Investment Advisor, Planning.

How do I contact Devon Sorge?

Devon Sorge's email address is ****@gmail.com, phone number is +1-778-***-**10. Sign up to get contact details.

Who are Devon Sorge's peers at other companies?

Devon Sorge's peers at other companies are Connie Hertzler and Alan Coldsnow and Gioconda Bolinches Sebastiani
Not the Devon Sorge you were looking for?

Find email for 850M+ professionals

Similar profiles

Name
Company
Position
C
Hertzler Wealth Management, LLC
Financial Advisor
A
Merrill Lynch Wealth Management, Bank of America Corporation
Financial Advisor
A
Financial Advisor
BACK TO TOP