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Penny Stayropoulos of PB Total Wealth
Manage episode 445342743 series 3549999
A tartalmat a Jeff Gartner and Sean Preston, Jeff Gartner, and Sean Preston biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jeff Gartner and Sean Preston, Jeff Gartner, and Sean Preston vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Our primary goal as trusted advisor is to produce insightful advice that enables you to make informed financial decisions. Whatever we do, we strive for practical approaches to building and protecting your wealth. 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. 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.
https://pbtotalwealth.com/working-with-pb-total-wealth/
IG: @pbtotalwealth
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