Wealth Management

To achieve your dreams, you need a strategy for success

Roland Orban

Roland is man who is always on the move, whether that is traveling or playing sports. He loves to watch a good game as much as he likes to be the man on the field. He is also a devoted family man...

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Susan McCafferty

Susan lives in the east end of Toronto with her husband, who is a chef. She is an avid reader when she has free time and is a committed lifelong learner. Susan is currently an Investment Advisor...

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Kyle Grooms

Kyle is from Kingston, Ontario and loves to unwind in his hometown and the Thousand Islands with his many family and friends. He is a big fan of golf but never finds enough time to perfect his...

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Daniel Swift

In an alternate universe, Daniel is a stand-up comedian and world traveller. In reality, he is known for his love of sports, his humble nature and the creativity he brings to every situation. At...

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Sherry Hu

Sherry is originally from mainland China and trying to visit her family every year. She enjoys hiking in different places with her husband and child in her spare time and wishes to travel the world...

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Priscilla Lopez

Priscilla is a busy mom who is always on the go. Whether it’s taking her daughter to school, dancing competitions and parish youth ministry, or going to Hot Moksha yoga classes, or planning her...

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Jackie Haelig

Hobbies: Hiking, spending time with family, fishing, boating, exploring new places (traveling), passion for architecture; Education: Sheridan College (Business Finance Diploma); Position at Penmore:...

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Daniel Moretto

Daniel likes to keep active, both physically and mentally. When he isn’t involved in personal or professional development, you can find him having a laugh with many different people from all walks...

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