“Building wealth needs the confidence to be comfortable in any situation.”
– Penny Stayropoulos
“Leaving a legacy needs teamwork, communication and leadership.”
– Penny Stayropoulos
Penny Stayropoulos, CFA, CIM, TEP, FMA
As an Investment Professional, I am committed to helping my clients benefit from the full value of TOTAL WEALTH Management. With almost two decades of experience in banking, lending, financial planning, and portfolio management, I serve a variety of private high net worth clients, working with estates, trusts, foundations, and charities in Canada.
Notable list of designations – CFA, CIM, TEP, FMA and a member of the Toronto CFA Society and The Society of Trust and Estate Practitioners (STEP) Canada.
As a collaborator and contributor for The Women’s Collection financial literacy group, it’s important for me to share my wisdom and knowledge to those who are looking to be empowered through financial education.
Ways to Work Together
Impressed with the results
“Penny has managed my portfolio with a shrewd understanding of the markets both in timing and with the constant focus on protecting my assets. She is available always 24/7 to answer my questions and ensure I am comfortable with what she is doing. I highly recommend if you want to trust your assets with someone who will represent and protect you financially contact Penny. You will be impressed with the results.”
Very satisfied with her recommendations
“I count on Penny to give me good advice. She is generous with her time and very understanding of my financial needs for funding and for prudent investing. I am very satisfied with her recommendations, service, and strategy.”
Passionate, methodical, intelligent and diligent
“I have known Penny for many years as a brilliant Portfolio Manager. She is very passionate, methodical, intelligent and diligent in the manner in which she pursues her work. She is trustworthy, honest and will put your needs first. Penny, is constantly listening, learning and finding more and better ways to perfect her craft …. she is the best.”
Are you a resident of Quebec?
Pbtotalwealth.com provides financial education. The information on this site is for educational purposes only and may not be pertinent to your individual situation. Any decisions you make about money are your own. Please see a registered advisor if you want professional help with your finances. Planning discussions are completed for residents of Canadian provinces outside of Quebec.
© 2021 Penny Stayropoulos. All Rights Reserved.