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, Licensed Assistant & 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

Carolina De Magalhaes

Sales Assistant

905-669-5577 ext 279

Fran Franklin

Executive Assistant

905-669-5577 ext 232

Kyle Grooms

Insurance Advisor, Associate Investment Advisor

905-669-5577 ext 270

Priscilla Lopez

Branch Administrator – Wealth Management Division


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

Financial Consultant

905-669-5577 ext. 287

Elaine Nicholson

Group Benefit Analyst

1-800-399-8523 x223

Janice Ogilvie

International Benefits Consultant


Tyler Ogilvie

International Benefits Consultant


Cynthia Paulikot

Assistant Branch Administrator


Rahim Peera

Senior Vice President, Group Retirement Services

Ranya Persaud

Executive Assistant

905-669-5577 ext 221

Michael Pecchia

Account Manger

MaryAnn Petruzzellis

Benefit Account Manager

905-669-5577 ext 226

Joanne Porter

Group Benefits Specialist

905-669-5577 ext 233

Ken Prentice CFP CLU

Investment Advisor


Paris Saedi

Retirement Benefits Account Specialist

Mary Santoro

Bookkeeping/Office Manager

905-669-5577 ext 227

Gianluca Spirito B.A., GBA

Account Manager

905-669-5577 ext 276

Nensi Sula

Administrative Assistant

905-669-5577 ext 231

Daniel Swift

Insurance Advisor, Associate Investment Advisor

905-669-5577 ext 274

Bill Zolis

Senior Employee Benefits Consultant

1-800-399-8523 x225

Are you ready to join Penmore’s family?
Stop being just another number and contact us today