Ensuring your loved ones are cared for is our top priority
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.
Protect Your Family and Estate
Penmore’s dedicated team of advisors are with you at every stage of your life. With sound financial planning, we help you understand risks and make informed decisions to preserve your capital, reduce taxes, plan for a comfortable retirement, and protect you against the unexpected.
Wealth Transfer
We help you seek family harmony and support you in looking after business succession.
Asking the right questions will help you uncover often overlooked obstacles and challenges.
We will work with you and your existing advisory team to help efficiently transition your wealth from one generation to the next.
Protecting the most important (Family)
We understand the importance of family.
Family insurance planning stems from protecting those you love.
Our planning process will ensure your family is in control of life’s uncertainties.
There is no greater wealth than peace of mind.
Medical Professionals
Medical Professionals are the backbone of our society.
Penmore specializes in income protection and growth strategies for Medical Professionals.
Penmore’s Advisors regularly present to the country’s top medical schools.
We look after you and your family, so you can look after others.
How We Work Together
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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.
Our Financial Services
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Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Donec rutrum congue leo eget malesuada.
Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Donec rutrum congue leo eget malesuada.
Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Donec rutrum congue leo eget malesuada.
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Our Offices
Toronto Office
3301 Langstaff Rd,
Unit 101
Concord, ON
L4K 4L2
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Phone: 905-669-5577
Fax: 905-669-5738
Oshawa Office
381 Taunton Rd. E.
Oshawa, ON
L1G 0E1
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Phone: 905-430-7444
Fax: 905-430-9313
Toll-Free: 1-800-399-8523
Insurance products and services are offered through (Life licensed Corporation/Trade Name), an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.