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Penmore Financial Group Inc

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Concord, Canada

penmore.com
Financial planner· Integrity. Planning. Results.

Penmore Financial Group Inc Reviews | Rating 5 out of 5 stars (5 reviews)

Penmore Financial Group Inc is located in Concord, Canada on 8800 Dufferin St. Penmore Financial Group Inc is rated 5 out of 5 in the category financial planner in Canada. The Penmore Promise Penmore is one of the only boutique Canadian firms that has the expertise to offer fully customized solutions for personal and business insurance, worldwide employee benefits and personalized wealth management under one umbrella. Penmore’s dedicated team of specialists have been assisting clients realize their health, wealth and security goals since 1999. We have built powerful partnerships based on service, value and integrity, and have forged lasting relationships with over 2,500 clients across Canada and around the world. We have the tools and expertise to provide independent, unbiased advice through our ongoing research and unparalleled access to worldwide financial service providers. Penmore’s strongest skill is building trust and providing peace of mind to our clients. Our principles are rooted in our partner-led, independent and integrated financial management company, and our strength rests on our three pillars.

Address

8800 Dufferin St

Phone

+1 9056695577

Company size

11-50 employees

Headquarters

Concord, Ontario

Founded

1982

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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R

Recruit King

I highly recommend Kyle Grooms. He is both service oriented and highly knowledgeable in his field which equates to a great business partner. He and his team are very well versed in both group and individual insurance and Penmore also has strong expertise in international global benefits. Kyle is someone that I do not hesitate to introduce to my own clients.

D

Dan

My experience with Daniel Moretto from Penmore is top notch. He is an honest person that genuinely puts helping his clients as his top priority. He is very knowledgeable and is always available when I have questions for him. He always takes the time to check up and sits down to review my financial picture on an annual basis at minimum. I would not trust anyone else with my finances. Your in excellent hands with Daniel.

A

Ali Khwaja

My family and I have been working with Daniel Moretto for several years now and it has been an extremely positive experience. The number one quality I look for when working with an advisor is integrity and I can confidently say that Daniel has exceeded my expectations. Daniel took the time to truly understand my financial goals and worked with me to create a plan that was right for me. He has been diligent in setting up frequent touch points and is quick to respond to adjustments in my investment strategy over the years. Daniel has a strong team behind him at Penmore, so rest assured you are in good hands! I continue to recommend Daniel to my family and friends and would highly recommend him to anyone looking for sound financial advice.

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Rebecca-Jane McAllister

Daniel made the process of applying for Disability Insurance as simple and stress free as possible. He always outlined my options, kept me informed throughout the process, and was quick to answer any questions I had. He was very thorough and knowledgeable, always advocating for the best possible coverage for me. I would definitely recommend his services.

S

Salvatore Delucia

Daniel Moretto has helped me and my wife complete the process with applying for life insurance and made it a seamless process. He was there to answer all of our questions in a timely and professional manner. Two thumbs up to Daniel Moretto and the entire Penmore team. Keep up the great work!!

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