Connect why we do what we do by approaching Business and Personal goals with a Total Wealth mindset and the impacts of partnerships.
Penny offers over two decades of experience in banking, lending, financial planning, and management. Her firms approach is centered around quality Total Wealth Planning and strategic execution. Penny Stayropoulos holds the following notable designations – Chartered Financial Analyst (CFA) designation, Certified Investment Management (CIM) designation, Trust and Estate Practitioners (TEP) designation, Certified Financial Planner (CFP) designation, and Financial Management Advisor (FMA) designation. Penny is a member of the Toronto CFA Society, STEP Canada, Financial Planners Standards Council, and Angel Investors of Ontario. Penny is also a Partner and Portfolio Manager with Treegrove Investment Management Inc., registered with the Ontario Securities Commission.