Penmore | HollisWealth logos

Penmore plans a roadmap for a healthy financial future

Penmore Wealth Management understands your personal needs and goals are not the same as anyone else. We tailor a plan and provide ongoing management. We build portfolios with consistent returns so you have the security you need over time.

Through our dealer HollisWealth, we have access to an outstanding team of researchers and analysts with a proven track record in the investment industry.

Services:

  • Financial planning for retirement, estate planning and investment accounts – tailored to your requirements and risk tolerance
  • Personal, one-on-one service from the Penmore Wealth Management
  • Analysis to determine the advisability of segregated funds in your portfolio
  • Finding GICs with the best possible rates
  • Financial plans for the education of your children (RESPs)
  • Portfolio balancing for risk tolerance and objectives
  • Assistance with RRSPs/RRIFs, LIRAs/LIFs and Tax Free Savings Accounts (TFSAs)
  • Advice regarding the advisability of private investment management
  • Minimizing income tax within your investment strategy
  • Formal financial and retirement plans
  • Individual reporting requirements
  • Online access to holdings
  • Second opinions and recommendations on outside assets (company pensions)
  • “Joe and his team are key members of our team of professional advisors. They provide ongoing support in managing our estate planning process, including discussions around “the next generation”, in a seamless fashion.  Penmore helped us organize and implement life insurance strategies that will fund estate taxes in an efficient manner.”

    Steven Stein, MHS Inc.

  • “Penmore always answers quickly and are very responsive to the needs of our employees. They have gone above and beyond to ensure everything is taken care of in difficult times.”

    Chuck Young, Hela Spice Canada Inc.

  • “Bill Zolis was instrumental in reducing the cost of our program, and developing the cost containment we needed to support our employees. His hands-on negotiating with the carriers got us the program we needed, and his day to day management makes sure we are getting the service we deserve.”

    Bill Nixon, Turner & Porter Funeral Directors Ltd.

  • “Penmore goes above and beyond looking after our employees, helping to solve problems with benefits providers. They provide that extra effort, you know they are there, and that gives me comfort knowing the employees are in good hands.”

    Lucie Gagnon, MCAN Mortgage

  • “We have worked with Penmore for 6 years. They are very responsive, and fully involved in implementation and issue management. We have a very lean team, and we rely on them to bring expert knowledge and context to our Benefits, Retirement, International, and Executive programs.”

    Christine Barwell, Alamos Gold

  • “Because Penmore know the people in our business, and how we think, they really understand our business requirements. Rather than needing to be managed, they act like a partner in our success.”

    Danny London, SAI

  • “Toshiba relies on Penmore to be an extension of the HR department. As specialists in benefits and pensions, we count on them to monitor our metrics and performance. Lio and his team are always accessible and responsive, and have been instrumental in the success of the program for our employees.”

    Robert Assal, Toshiba

  • “Penmore supplies Benefits programs for our company, provides great advice on insurance, and even helped us bring a compensation program for high performing individuals. Their high quality, professional service and timely advice means we don’t have to waste time; they help tremendously with HR at Fer-Pal.”

    Shaun McKaigue, Fer-Pal

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Clients we have worked with:

Wealth Management Team

John G. Davidson

Founding Partner, Financial Advisor & Insurance Advisor

905-669-5577 ext 222

john@penmore.com

Joe Moretto

Founding Partner, Licensed Assistant & Insurance Advisor

905-669-5577 ext 223

joe@penmore.com

Kyle Grooms

Insurance Advisor, Associate Investment Advisor

905-669-5577 ext 270

kyle@penmore.com

Roland Orban

Investment Advisor

905-669-5577 ext 230

roland@penmore.com

Daniel Swift

Insurance Advisor, Associate Investment Advisor

905-669-5577 ext 274

daniel@penmore.com

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