About us

We care for your health, wealth and security needs with a partner-led, hands-on approach.

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

With our clients, employees, and providers.

Dedicated Service Team

We work with you hand in hand every step of the way.

Custom Solutions

A personalized approach for every client.

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

Insurance

Experience a hands-on approach to your personal and corporate insurance planning.

Learn More

Wealth Management

Financial planning for retirement, estate planning, and investment accounts.

Learn More

Employee Benefits

Employee group benefits and retirement plans tailored to meet your organization’s goals.

Learn More

Global Benefits

Protect yourself and your employees wherever new opportunities take you around the world.

Learn More

What’s New

Preventing Benefits Fraud Starts with the Basics

Let’s address the attitudes and misconceptions that can lead to fraud By: Bill Zolis One of the problems with preventing misuse of benefits – not to mention outright benefits fraud – is that most employers are reluctant to take measures or introduce controls that...

read more

10 Ways to Make Sure Your Travel Insurance Works for You

What you need to know to ensure peace of mind on your trip  By: Bill Zolis If there was one thing I could tell everyone about travel insurance, it would be to take the time to figure out exactly what sort of coverage they needed, and then to make sure every ‘t’ was...

read more

Mental Wellness: What Should We Be Doing?

There are practical things we can start to integrate into the workplace culture.  By:Bill Zolis I think by now we all agree that safeguarding employee mental wellness is the key to building a positive and productive work environment.   Or wait… Do we have that...

read more

Sign Up for Our Newsletter

Learn more about planning for your and your employees’ financial future.

Our Offices

Toronto Office

3301 Langstaff Rd
Unit 101
Concord, ON
L4K 4L2
Map >

Phone: 905-669-5577
Fax: 905-669-5738

Calgary Office

1810, 144 4 Ave SW
Calgary, AB
T2P 3N4
Map >

Phone: 403-202-5953

Oshawa Office

381 Taunton Rd. East
Oshawa, ON
L1G 0E1
Map >

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.

Learn More