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PB Total Wealth Advisory and Consulting Corporation

PB Total Wealth Advisory and Consulting Corporation
Categories

Financial:Investments-Planning-Consultants-BrokersFinancial:Investments-Planning-Consultants-Brokers

About Us

Our primary goal as trusted advisor is to produce insightful advice that enables you to make informed financial decisions. Whatever we do, we strive for practical approaches to building and protecting your wealth.

Penny Stayropoulos holds 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.

With over two decades of experience in banking, lending, financial planning, and management. Penny’s approach is centered around quality total wealth planning and strategic execution.

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“Have the confidence to be comfortable in any situation.”-Penny Stayropoulos
We are in this together.
Financial independence starts with a strong foundation.
Valued duties need a strategic financial plan.
It’s never too early or to late in taking an active role.
Becoming the main decision-maker also needs a succession plan.

Events

Business is Personal - Total Wealth Planning Series Presented by PB Total Wealth
Business is Personal - Total Wealth Planning Series Presented by PB Total Wealth

Rep/Contact Info

Penny Stayropoulos

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