The Penmore Promise
Penmore is in a distinct class of Canadian boutique advisory firms with the expertise to offer fully customized solutions for personal and corporate insurance, group benefits, expatriate benefits, and personalized wealth management – all under one umbrella.
Penmore advisors focus exclusively on their dedicated area of expertise; insurance, wealth management, employee benefits and global benefits. We provide independent, unbiased advice through our ongoing research and unparalleled access to global financial service providers.
Since 1982, Penmore has built powerful partnerships based on service, value and integrity, and forged lasting relationships with over 2,500 clients across Canada and around the world.
We are most proud of building trust and providing financial peace of mind for our clients.
A True Boutique Experience
The Penmore Group takes a hands-on approach to all our clients and their businesses.
Dedicated Service Team
How We Work Together
Gathering information and learning about vision, goals, and objectives.
Our consultative approach sets us apart in our industry. We sit on your side of the table and listen carefully to your concerns and objectives.
Evaluating vision, goals, and objectives.
We use benchmarks and other quantifiable metrics to evaluate your goals and objectives and ensure they meet your requirements.
Provide solutions and require feedback to meet goals.
We provide solutions along with the implications of those decisions. Concurrence and feedback are sought from you at this stage to refine and improve the ultimate solution.
Tactical execution and strategic communication.
You are informed about the specific approach to how your customized solution will be executed and communicated to ensure your peace of mind.
Measuring and evaluating. Reviewing vision, goals, and objectives.
We examine the solution, measure the results, and adjust the program as your needs evolve. This is an ongoing phase and determines inputs of the next iteration of the program.
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