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 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.”
Quick Contact
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. Analysis discussions are completed for residents of Quebec. Planning discussions are completed for cross‐border clients and residents of Canadian provinces outside of Quebec.
© 2020 Penny Stayropoulos. All Rights Reserved.
Privacy Policy | Terms & Conditions