Penmore | HollisWealth logos

The Penmore Leadership Team

John G. Davidson

Founding Partner, Financial Advisor & Insurance Advisor

905-669-5577 ext 222

Joe Moretto

Founding Partner, Financial Advisor & Insurance Advisor

905-669-5577 ext 223

Lio Spagnuolo

Managing Partner, COO

905-669-5577 ext 224

Roland Orban

Investment Advisor

905-669-5577 ext 230

The Penmore Team

Sarah Atkinson

Client Service Coordinator

866-229-2212 ext 290

Cara Bowman DaSilva

Executive Assistant

905-669-5577 ext 221

Carolina De Magalhaes

Sales Assistant

905-669-5577 ext 279

Fran Franklin

Executive Assistant

905-669-5577 ext 232

Kyle Grooms

Insurance & Investment Advisor

905-669-5577 ext 270

Priscilla Lopez

Branch Administrator – Wealth Management Division

905-642-9507

Lina Marzola

Account Coordinator and Customer Care Specialist

905-669-5577 ext 269

Susan McCafferty

Associate Investment Advisor

905-669-5577 ext 262

Cathy McNally

Account Coordinator/Customer Care

905-669-5577 ext 277

Daniel Moretto

Insurance & Investment Advisor

905-669-5577 ext. 287

Domenico Morrone

Group Benefits Associate

905-669-5577 Ext. 283

Janice Ogilvie

International Benefits Consultant

403-202-5953

Tyler Ogilvie

International Benefits Consultant

403-797-4234

Helene Papadolias

Client Relationship Manager

905-669-5577 Ext. 291

Cynthia Paulikot

Assistant Branch Administrator

905-642-9507

Rahim Peera

Senior Vice President, Group Retirement Services

905-669-5577 ext 235

Michael Pecchia

Account Manager

905-669-5577 ext 286

MaryAnn Petruzzellis

Benefit Account Manager

905-669-5577 ext 226

Joanne Porter

Senior Account Manager

905-669-5577 ext 233

Ken Prentice CFP CLU

Investment Advisor

905-642-9507

Kathy Roznicki

Group Benefits Analyst

905-430-7444

Paris Saedi

Retirement Benefits Account Specialist

905-669-5577 ext 236

Mary Santoro

Bookkeeping/Office Manager

905-669-5577 ext 227

Gianluca Spirito B.A., GBA

Account Manager

905-669-5577 ext 276

Daniel Swift

Insurance & Investment Advisor

905-669-5577 ext 274

Lisa Wong

Operations Manager

905-669-5577 ext 234

Bill Zolis

Senior Employee Benefits Consultant

1-800-399-8523 x225

Are you ready to join Penmore’s family?
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