Our Wealth
Management Team

Roland Orban

Portfolio Manager

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 and enjoys spending his time with his loved ones.

Roland’s passionate nature transfers well from his personal to professional life. He is a Personal Financial Planner who is dedicated to working with and helping his clients reach their financial goals. With a CIM^® designation and over 15 years of experience in the financial services industry, Roland brings a personal touch to everyone he works with.

Susan McCafferty

Investment Advisor

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 with Penmore Wealth Management. She started her career as a teller in a bank branch and quickly discovered her passion was on the investment side of the business. She became a Financial Planner at the bank before leaving for a major brokerage where she worked with one of the firm’s top brokers until his retirement. She left the hustle of Bay St. to get back to basics and provide the personal attention and customer service that distinguishes Penmore.

Kyle Grooms

Investment Advisor

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 swing. His other interests include politics, history and Canadian Aboriginal Affairs. Kyle is also a volunteer at the Downs Syndrome Association of Toronto (DSAT) and is dedicated to helping the kids. If you ask Kyle, he’ll tell you that he gets more out of his time at DSAT than the kids do.

Kyle began his career as a Financial Advisor in 2012 and his focus is on estate planning and wealth management. He provides astute financial advice to the next generation of Canadian Doctors and Specialists. Kyle understands his clients spend their whole careers caring for other people; as such, he is honoured to be trusted with caring for their financial wellbeing. He graduated from Queen’s University with a BAH in politics and history; often a topic of conversation with his clients. He is an advocate of lifelong learning and is always looking for opportunities to sharpen his skills in finance.

Daniel Swift

Investment Advisor

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 Penmore, Daniel is a Financial Advisor who works with individual and corporate clients on their insurance and planning needs and connects business owners with Penmore benefits to arrange domestic, international and retirement plans. Daniel also provides astute financial advice to the next generation of Canadian Doctors and Specialists. He understands his clients spend their whole careers caring for other people; as such, Daniel is honoured to be trusted with caring for their financial wellbeing.

Daniel was on the Dean’s List at Dalhousie University and graduated with a Business Management degree. With a focus in Economics and Finance, he joined Freedom 55 Financial (London Life) in 2011 and spent over three years there before joining Penmore. Daniel is a holder of an IIROC license and Life and Accident & Sickness license.

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

Daniel Moretto

Investment Advisor

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 of life. Daniel is a huge sports fan and holistic health practitioner. He enjoys spending time with family and friends and hosting memorable events. As a critical thinker, he believes in life-long learning. Daniel is continually educating himself about the insurance/investment industry and understanding relevant trends in consumer behaviour. He loves to use his knowledge to educate those around him and inspire people to take action.

Daniel has a specific focus on private insurance and investments at Penmore. Inspired by his mission statement, Daniel brings passion and energy to empower his clients to build wealth, mitigate risk and create certainty. He started his career in 2013 at London Life/Great-West Life and was most recently a Financial Security Advisor. He is a University of Guelph Hons. BA graduate and looks forward to working on his Certified Financial Planner designation. Integrity, competence, and dedication are the cornerstones of how Daniel runs his practice. Without the first, you can forget the rest!