Our Wealth
Management Team

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 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.

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 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.