PB TOTAL WEALTH ADVISORY AND CONSULTING CORPORATION
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.