Our Wealth
Management
Team

Penmore’s wealth management advisors focus on the details and help you see the big picture.
The Woods
The Woods
The Woods
The Woods
The Woods
The Woods

"Marella is a lifelong learner, obtaining her Masters Certificate in Project Management through the Schulich School of Business, Master Certificate in Performance and Learning with I4PL, and a Professional Coaching designation through iPEC. "

Marella March, Director of Operations

Marella March

Director of Operations

Marella March is the Director of Operations for Penmore Financial Group and Wealth Management and is a Certified Professional Coach specializing in new leadership, personal development, and career transitions. With over 14 years of leadership experience in the Financial Services industry, Marella has overseen the operations of multiple regional offices in the Greater Toronto Area (GTA). Her innate ability to build trusting, transparent relationships has transformed workplace cultures to achieve positive engagement, develop high-calibre talent, and inspire business leaders to exceed their goals and lead effectively. Marella brings extensive expertise in coaching, project management, and training and development through her vast experience in Operations Management and Financial Services. Her background in training and development has cultivated cultures of learning, diversity, and accountability.

Marella is a lifelong learner, obtaining her Masters Certificate in Project Management through the Schulich School of Business, Master Certificate in Performance and Learning with I4PL, and a Professional Coaching designation through iPEC.

She is an enthusiastic, engaging, and diligent leader and mother with a school-age daughter and a teenage son. Marella values family and finds joy in creating incredible meals from random ingredients in her pantry and watching and playing sports, especially volleyball and basketball.

As an adventure seeker, Marella treats herself to travelling and road trips with her husband and kids. They enjoy local food and relish in their private time, free from agendas and schedules.

Contact:

"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 when there is an opportunity. "

Sherry Hu,

Sherry Hu

Licensed Assistant

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 when there is an opportunity.

"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 family’s beach vacations, her number one goal is to be the best wife and mom. "

Priscilla Lopez, Branch Administrator

Priscilla Lopez

Branch Administrator – Penmore Wealth Management, iA Private Wealth

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 family’s beach vacations, her number one goal is to be the best wife and mom.

Priscilla is the Branch Administrator at the Penmore Stouffville Office. She is in charge of the day to day operation of the branch, making sure client transactions and requirements are completed in an efficient and timely manner. She has been working in the Wealth Management industry in Canada for over 15 years at organizations such as Fortune, Dundee and HollisWealth. Prior to coming to Canada, she worked as an Account Officer for a bank.

She is a detailed-oriented person who believes that hard work, perseverance and dedication will always pay off.

Contact:

"Hobbies: Hiking, spending time with family, fishing, boating, exploring new places (traveling), passion for architecture; Education: Sheridan College (Business Finance Diploma); Position at Penmore: Administrative Associate, does documentation processing, day-to-day operations, customer service, meeting preparation "

Jackie Haelig,

Jackie Haelig

Branch Administrator

Hobbies: Hiking, spending time with family, fishing, boating, exploring new places (traveling), passion for architecture; Education: Sheridan College (Business Finance Diploma); Position at Penmore: Branch Administrator, does documentation processing, day-to-day operations, customer service, meeting preparation

"Kristen joined the Penmore Team in 2020 and assists the administrative and account t teams with client files. She is actively involved in the social committee team and focuses on social media for Penmore and diving in on the Life Insurance division. "

Kristen Davidson,

Kristen Davidson

ADMINISTRATIVE/OPERATIONAL ASSOCIATE

Kristen joined the Penmore Team in 2020 and assists the administrative and accounts teams with client files. She is actively involved in the social committee team and focuses on social media for Penmore and diving in on the Life Insurance division.

"Mary is a busy mother who is always on the go. Her greatest love is for her family and she is dedicated to her active life at home. When she does have time for herself, you will find her lounging on a beach enjoying the sand and the waves. "

Mary Santoro, Bookkeeping/Office Manager

Mary Santoro

Bookkeeping/Office Manager

Mary is a busy mother who is always on the go. Her greatest love is for her family and she is dedicated to her active life at home. When she does have time for herself, you will find her lounging on a beach enjoying the sand and the waves.

At Penmore, Mary is the Bookkeeper and Office Manager who is responsible for ensuring the company is efficiently run. She started her career working in a stockbroker’s office and later ran operations for a different stockbroker’s firm. After taking time off to be a dedicated stay-at-home mom, she joined Penmore in 2006.

Are you ready to make financial decisions
with confidence?

Speak to our advisors and learn how informed
decisions are your path to financial peace of mind.

905-669-5577

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Our Office

Head Office

3301 Langstaff Rd,
Unit 101 Concord,
ON L4K 4L2

Phone: 905-669-5577
Fax: 905-669-5738