The Penmore Promise
Penmore is in a distinct class of Canadian boutique advisory firms with the expertise to offer fully customized solutions for personal and corporate insurance, group benefits, expatriate benefits, and personalized wealth management – all under one umbrella.
Penmore advisors focus exclusively on their dedicated area of expertise; insurance, wealth management, employee benefits and global benefits. We provide independent, unbiased advice through our ongoing research and unparalleled access to global financial service providers.
Since 1982, Penmore has built powerful partnerships based on service, value and integrity, and forged lasting relationships with over 2,500 clients across Canada and around the world.
We are most proud of building trust and providing financial peace of mind for our clients.
A True Boutique Experience
The Penmore Group takes a hands-on approach to all our clients and their businesses.
Strong Partnerships
Dedicated Service Team
Custom Solutions
How We Work Together
Gathering information and learning about vision, goals, and objectives.
Our consultative approach sets us apart in our industry. We sit on your side of the table and listen carefully to your concerns and objectives.
Evaluating vision, goals, and objectives.
We use benchmarks and other quantifiable metrics to evaluate your goals and objectives and ensure they meet your requirements.
Provide solutions and require feedback to meet goals.
We provide solutions along with the implications of those decisions. Concurrence and feedback are sought from you at this stage to refine and improve the ultimate solution.
Tactical execution and strategic communication.
You are informed about the specific approach to how your customized solution will be executed and communicated to ensure your peace of mind.
Measuring and evaluating. Reviewing vision, goals, and objectives.
We examine the solution, measure the results, and adjust the program as your needs evolve. This is an ongoing phase and determines inputs of the next iteration of the program.
Our Services
Protect yourself and your employees wherever new opportunities take you around the world.
What’s New
How to Talk to Your Doctor
A doctor’s ability to provide care depends a lot on the information the patient provides By: Bill Zolis I’ve read that the first 30 seconds of our conversation with a doctor are the most important, and that what happens then – or doesn’t happen – pretty much...
Should Financial Planning be Seen as a Core Benefit?
Providing access to financial planning can play an outsize role in employee wellness By: Bill Zolis I think the two questions I get asked most often when I sit down with clients to go over the benefits packages they provide for their employees are, “Do we have all the...
How Will Government Dental Plan Impact Benefits?
New Canadian Dental Care Plan is no match for existing dental benefits plans By: Bill Zolis When we first heard that the government was going to start a dental care program for people who do not have dental coverage at work, I think a lot of people assumed that some...
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Our Offices
Toronto Office
3301 Langstaff Rd
Unit 101
Concord, ON
L4K 4L2
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Phone: 905-669-5577
Fax: 905-669-5738
Oshawa Office
381 Taunton Rd. East
Oshawa, ON
L1G 0E1
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Phone: 905-430-7444
Fax: 905-430-9313
Toll-Free: 1-800-399-8523
We're Part of Navacord
Navacord is a preferred advisor and partner for insurance brokers looking to maintain their unique identity and culture. Our passion for our clients, deep support system, and breadth of services all bolster our partners’ offering and stability. We are dedicated to delivering expert solutions to businesses across Canada.