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.

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Wealth Management

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

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Employee Benefits

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

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Global Benefits

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

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What’s New

Here’s What We Can Do About Mental Health

National standard gives us a mirror we can hold up to spot gaps in our own systems The key to a happy ship is to keep everyone safe on board, and not focus our efforts solely on trying to rescue anyone who happens to fall overboard. The same can be said about mental...

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What Are The Top Trends in Benefits?

Workplace benefits are taking on a much larger role in the employment relationship By: Bill Zoils Every once in a while, it’s probably a good idea for those of us in the benefits business to sit back and ask, Where are we going? From where I sit, and from what I’m...

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Why We Should Take Cyber Threats Very Seriously

New hacking methods and technology put all of us at increased risk By: Bill Zoils I think that most of us have always assumed that our own risks from hacking and cyber attacks were pretty remote because, we tell ourselves, our laptop and our company server are just...

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Our Offices

Toronto Office

8800 Dufferin Street
Suite 304
Concord, ON
L4K 0C5
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Phone: 905-669-5577
Fax: 905-669-5738

Calgary Office

1810, 144 4 Ave SW
Calgary, AB
T2P 3N4
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Phone: 403-202-5953

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.

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