We are a boutique planning and consultancy firm.
Providing sound and relevant advice specific to your needs.

Smart, strategic, professional advice

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. Our approach is centered around quality total wealth planning and strategic execution.

Our practice’s primary focus is providing hard working high net worth and corporate clients total wealth planning and strategic consultations.


Financial Planning and Total Wealth Consultation

For established individuals struggling to organize all the moving parts and make sense on where they need to be and what they are missing. We will map out that journey together and increase your awareness of what’s best for you.

Business Wealth Strategies and Consultation

Business is personal. Mirroring your company’s success with your personal financial goals is a multi-year commitment with meticulous oversight. We will work closely with your team of professionals to ensure practical and effective strategy executions, monitoring and management.

Financial Education for Personal and Business

For established couples and business owners who want help with navigating conversations with their children or grandchildren around financial beliefs, values, and ongoing guidance to maintain and grow family wealth.