About
Penny Stayropoulos, CFA, CIM, TEP, FMA
As a Vice President at Lorne Steinberg Wealth Management Inc., 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 and the United States.
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
Financial Planning and
Investment Management
For established individuals struggling to make sense of 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.
Total Wealth Planning and
Investment Management
for family accounts
For established couples who want investment management and help with navigating conversations with their children or grandchildren around planning beliefs, values and ongoing financial guidance to maintain and grow family wealth.
Investment Management and
Investment Policy planning for
Business and Charity accounts
Struggling with the uncertainty or inexperience of setting a mandate and investment options? For Business teams and Charity committees looking to align with me for ongoing guidance, oversight and investment management of earmarked funds.
Impressed with the results
“Penny has managed my portfolio with a shrewd