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.
- 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)