Exprience a Hands-On Approach to insurance coverage

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

This headline Talks About The Benefits Future Of Working With Penmore

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Who We Work With

Penmore Wealth Management understands your personal needs and goals are not the same as anyone else

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Penmore Wealth Management understands your personal needs and goals are not the same as anyone else

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Penmore Wealth Management understands your personal needs and goals are not the same as anyone else

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Penmore Wealth Management understands your personal needs and goals are not the same as anyone else

“Penmore supplies Benefits programs for our company, provides great advice on insurance, and even helped us bring a compensation program for high performing individuals. Their high quality, professional service and timely advice means we don’t have to waste time; they help tremendously with HR at Fer-Pal.”

Shaun McKaigue

Fer-Pal

“Toshiba relies on Penmore to be an extension of the HR department. As specialists in benefits and pensions, we count on them to monitor our metrics and performance. Lio and his team are always accessible and responsive, and have been instrumental in the success of the program for our employees.”

Robert Assal

Toshiba

“Because Penmore know the people in our business, and how we think, they really understand our business requirements. Rather than needing to be managed, they act like a partner in our success.”

Danny London

SAI

“We have worked with Penmore for 6 years. They are very responsive, and fully involved in implementation and issue management. We have a very lean team, and we rely on them to bring expert knowledge and context to our Benefits, Retirement, International, and Executive programs.”

Christine Barwell

Alamos Gold

“Penmore goes above and beyond looking after our employees, helping to solve problems with benefits providers. They provide that extra effort, you know they are there, and that gives me comfort knowing the employees are in good hands.”

Lucie Gagnon

MCAN Mortgage

"Michael and Tyler from Penmore were extraordinary in their communication, personableness and responsiveness. I felt looked after and guided through the onboarding journey, as I did throughout our relationship. Penmore's dedication to bringing a personal touch to every interaction has been outstanding, and I would recommend them to any company wanting to be led by expertise and connectedness through the group benefits journey.”

Christine Deacon

Head of People & Culture, Plastic Bank, Vancouver, BC

“Penmore always answers quickly and are very responsive to the needs of our employees. They have gone above and beyond to ensure everything is taken care of in difficult times.”

Chuck Young

Hela Spice Canada Inc.

“Bill Zolis was instrumental in reducing the cost of our program, and developing the cost containment we needed to support our employees. His hands-on negotiating with the carriers got us the program we needed, and his day to day management makes sure we are getting the service we deserve.”

Bill Nixon

Turner & Porter Funeral Directors Ltd.

Plan Your Financial Future

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Top 12 Forms of Benefits Fraud

Many studies and audits of benefits fraud have shown over the years, a lot of the day-to-day misuse of benefits – and fraud – is committed not by hardened criminals, but by ordinary people who either don’t take it seriously or don’t think it through.

read more

What Are the Trends in Prescription Drug Spending?

Newer and higher-cost medications are driving increases in a number of areas When I talk to clients about prescription drug coverage, one of the questions I get asked most often is quite simply, “Where are claims and costs expected to go in the future?” It’s an...

read more

12 Ways to Sleep Better

One of the more interesting developments I’ve seen in workplace wellness programs over the last few years is a growing recognition that sleep is a key factor in wellness, and that there are useful programs that can help people to learn how to sleep better.

read more

What Are the Top 10 Trends in Benefits Today?

A couple of months ago, I did a blog on what people tell us they want from their benefits plans, based on survey results and what I’m hearing in the field from clients. Since then, a lot of people have asked me what that means in terms of changes taking place the world of benefits.

read more

The Art of the Cold Call

What to look out for when comparing proposals Every so often, an employer gets approached by a new employee benefits plan broker promising to “save money” or “get better quotes.” It sounds harmless – what’s the risk in seeing what’s available? Why wouldn’t you take...

read more

What About Critical Illness Insurance?

Coverage that kicks in when plan members really need it The two biggest questions I get asked when I talk to clients about their benefits plans are, “Have we got all the bases covered?” and “Are we getting the best possible value for our money?” But another question...

read more

Diabetes Becomes Top Drug Plan Cost Driver

Should we be doing more to prevent and manage Type 2 diabetes? Diabetes, in terms of how many people are affected and the impact it has on their lives, may well be the single biggest chronic health issue in today’s workplace. It is now also the single biggest driver...

read more

Top 12 Forms of Benefits Fraud

Many studies and audits of benefits fraud have shown over the years, a lot of the day-to-day misuse of benefits – and fraud – is committed not by hardened criminals, but by ordinary people who either don’t take it seriously or don’t think it through.

read more

What Are the Trends in Prescription Drug Spending?

Newer and higher-cost medications are driving increases in a number of areas When I talk to clients about prescription drug coverage, one of the questions I get asked most often is quite simply, “Where are claims and costs expected to go in the future?” It’s an...

read more

12 Ways to Sleep Better

One of the more interesting developments I’ve seen in workplace wellness programs over the last few years is a growing recognition that sleep is a key factor in wellness, and that there are useful programs that can help people to learn how to sleep better.

read more

What Are the Top 10 Trends in Benefits Today?

A couple of months ago, I did a blog on what people tell us they want from their benefits plans, based on survey results and what I’m hearing in the field from clients. Since then, a lot of people have asked me what that means in terms of changes taking place the world of benefits.

read more

The Art of the Cold Call

What to look out for when comparing proposals Every so often, an employer gets approached by a new employee benefits plan broker promising to “save money” or “get better quotes.” It sounds harmless – what’s the risk in seeing what’s available? Why wouldn’t you take...

read more

What About Critical Illness Insurance?

Coverage that kicks in when plan members really need it The two biggest questions I get asked when I talk to clients about their benefits plans are, “Have we got all the bases covered?” and “Are we getting the best possible value for our money?” But another question...

read more

Diabetes Becomes Top Drug Plan Cost Driver

Should we be doing more to prevent and manage Type 2 diabetes? Diabetes, in terms of how many people are affected and the impact it has on their lives, may well be the single biggest chronic health issue in today’s workplace. It is now also the single biggest driver...

read more

What is an Expat?

Explore different types of expat assignments, from classic to rotator to digital nomads, and learn how to find the right insurance coverage to meet their unique needs.

read more

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decisions are your path to financial peace of mind.

905-669-5577

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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

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

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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

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