Personal & Corporate Insurance Planning Team

Penmore’s personal and corporate insurance planning advisors focus on the details and help you see the big picture.

“We’ve put together a great team that truly embodies Penmore’s guiding principles. They are experts in their respective fields and through a personalized approach get the maximum value for our clients.”

John G. Davidson
Founding Partner

All Personal Corporate Operations

"I joined the Penmore Team in 2020 welcoming and assisting clients. I assist the administrative and account teams with client files. I am actively involved in the social committee team, focusing more on the social media side of Penmore and diving in on the life Insurance division. "

Kristen Davidson,

Kristen Davidson

Sales and Operations Coordinator

I joined the Penmore Team in 2020 welcoming and assisting clients. I assist the administrative and account teams with client files. I am actively involved in the social committee team, focusing more on the social media side of Penmore and diving in on the life Insurance division.

Contact:

"Mary is a busy mother who is always on the go. Her greatest love is for her family and she is dedicated to her active life at home. When she does have time for herself, you will find her lounging on a beach enjoying the sand and the waves. "

Mary Santoro,

Mary Santoro

Bookkeeping/Office Manager

Mary is a busy mother who is always on the go. Her greatest love is for her family and she is dedicated to her active life at home. When she does have time for herself, you will find her lounging on a beach enjoying the sand and the waves.

At Penmore, Mary is the Bookkeeper and Office Manager who is responsible for ensuring the company is efficiently run. She started her career working in a stockbroker’s office and later ran operations for a different stockbroker’s firm. After taking time off to be a dedicated stay-at-home mom, she joined Penmore in 2006.

Contact:

905-669-5577 ext 227

"Marella is a lifelong learner, obtaining her Masters Certificate in Project Management through the Schulich School of Business, Master Certificate in Performance and Learning with I4PL, and a Professional Coaching designation through iPEC. "

Marella March, Director of Operations

Marella March

Director of Operations

Marella March is the Director of Operations for Penmore Financial Group and Wealth Management and is a Certified Professional Coach specializing in new leadership, personal development, and career transitions. With over 14 years of leadership experience in the Financial Services industry, Marella has overseen the operations of multiple regional offices in the Greater Toronto Area (GTA). Her innate ability to build trusting, transparent relationships has transformed workplace cultures to achieve positive engagement, develop high-calibre talent, and inspire business leaders to exceed their goals and lead effectively. Marella brings extensive expertise in coaching, project management, and training and development through her vast experience in Operations Management and Financial Services. Her background in training and development has cultivated cultures of learning, diversity, and accountability.

Marella is a lifelong learner, obtaining her Masters Certificate in Project Management through the Schulich School of Business, Master Certificate in Performance and Learning with I4PL, and a Professional Coaching designation through iPEC.

She is an enthusiastic, engaging, and diligent leader and mother with a school-age daughter and a teenage son. Marella values family and finds joy in creating incredible meals from random ingredients in her pantry and watching and playing sports, especially volleyball and basketball.

As an adventure seeker, Marella treats herself to travelling and road trips with her husband and kids. They enjoy local food and relish in their private time, free from agendas and schedules.

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