PB TOTAL WEALTH ADVISORY AND CONSULTING CORPORATION
Our primary goal as your trusted advisor is to provide insightful, practical advice that empowers you to make informed financial decisions-so you can live confidently and protect what matters most.
As a boutique planning and consultancy firm, we specialize in personalized strategies designed to build and protect your wealth, offering guidance that’s both sound and relevant to your unique needs and lifestyle. Whether you’re planning for retirement, safeguarding your family, or investing in your next chapter, we’re here to help you navigate life’s financial decisions with clarity and purpose.
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.
WAYS TO WORK TOGETHER
Total Wealth Planning and Consultation
Clarity-Focused Financial Planning – Guidance on aligning your money with your goals, whether it’s retiring comfortably, buying a cottage, or supporting your loved ones.
Business Wealth Strategies and Consultation
Lifestyle Protection Strategies – Learn how to safeguard your income, family, and future legacy tailored to your goals.
Financial Education for Personal and Business
Education & Empowerment Tools – Resources tailored to build confidence in financial-decision making, with clarity and purpose.