Personal Insurance Services

We take care of your insurance and wealth transfer needs through personal plans that focus on your family’s future.

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.

Speak To An Advisor

Who We Work With

Penmore advisors work hand in hand with our clients.

Business Owners and Affluent Families

We focus on building wealth and intergenerational wealth management.

Executives and Professionals

We work with professionals and executives seeking financial growth.

Medical Professionals

We help medical professionals achieve peace of mind through sound financial planning.

"The team at Penmore was exceptionally knowledgeable in helping me register for insurance. They streamlined this multi-step process and highlighted essential details that I otherwise would have missed. If you want expertise combined with peace of mind, I would highly recommend them. They are the epitome of being one step ahead of the game.”

Brenda Yee

"My husband and I have owned personal insurance policies for almost 25 years; however, it was not until we met our advisor at Penmore that we truly understood our coverage, and more importantly, our options moving forward. The team provided a financial plan that helped us decide which direction we should take. When an insurance company offered coverage at non-competitive rates, our advisor negotiated with them for a few months until he achieved a positive outcome. We are more than happy to refer our friends and family to Penmore!”

Laurie Letheren

"Penmore was consistently thorough and accessible - over a number of years with us. They have a thorough understanding of insurance and the changing needs related to ageing. They were very helpful in referring us to their colleagues in the investment division, which was also a good experience.”

Ann Dempster

"Penmore made the process of applying for Disability Insurance stress-free and straightforward. They always outlined my options, kept me informed throughout the process, and were quick to answer any questions I had. They were very thorough and knowledgeable, always advocating for the best possible coverage for me. I would definitely recommend their services.”