Photo Credit: Alix Gould
“I work with clients who prefer to delegate the day to day investment decision-making to someone like myself, so they can focus on what matters most, living their life.”
Known as an energetic and talented wealth manager, Penny Stayropoulos boasts almost two decades of experience in banking, lending, financial planning, and portfolio management. Because her clients genuinely matter to her, Penny strives to discover their values, habits, motivations, and goals as a means of better understanding them as well as their financial concerns. Today, as vice president of Lorne Steinberg Wealth Management Inc., Penny is committed to helping her clients benefit from Total Wealth management.
In the summer of 1992, a tragedy occurred that had a significant impact on Penny’s future. Her father, the family’s primary provider, died unexpectedly without a Last Will and Testament or estate plan. As a result, a near bankrupt working farm, and several dependents were all left behind to begin a long, stressful, and financially draining process. Penny witnessed her mother struggle through the traumatic event, which caused serious, life-long mental anguish, physical, and financial consequences for the entire family. As a result of this tumultuous experience, Penny’s purpose was borne. From that point on, she wanted to advise and guide others not only on the value of total wealth planning but also on the importance of establishing and evolving their financial education and financial well-being.
Throughout her schooling years, Penny’s nickname became Penny Banker because she would always find a way to incorporate financial advice into casual discussions with her friends. In fact, her passion, focus, and career goals have always been centered around helping others make educated financial decisions. Over time, the nickname evolved into PB, which Penny uses as a social media handle. PBTotalWealth can currently be found on Twitter, Instagram, Facebook, and her latest website.
As vice president of Lorne Steinberg, Penny manages, monitors, and rebalances investment portfolios for her clients. “The heart of what I do is portfolio management that incorporates a total wealth view. This fuses the knowledge, complexities and practice of portfolio construction, strategic asset allocation, and understanding the inner workings of other simple and complex planning facets that affect the scope of my clients’ financial goals, habits, and beliefs against their total wealth and investment portfolios.” Penny serves a variety of private high net worth clients, working with estates, trusts, foundations, and charities in Canada and the United States.
Notable list of designations – CFA, CIM, TEP, FMA and a member of the Toronto CFA Society and The Society of Trust and Estate Practitioners (STEP) Canada.
As a collaborator and contributing content expert for The Women’s Collection financial literacy group, Penny easily shows her experience and leadership in the investment field.
Penny Stayropoulos, CFA, CIM, TEP, FMA
Lorne Steinberg Wealth Management Inc.
34 King Street East, Suite 701
Toronto, Ontario M5C 2A1 Canada
1000 de la Gauchetiere Street West Suite 3310
Montreal, Quebec H3B 4W5 Canada
(Montreal) 514-876-9888 (toll free) 866-876-9888