Penmore Financial Group Inc - Concord, Ontario

Ali K.

My family and I have been working with Daniel Moretto for several years now and it has been an extremely positive experience. The number one quality I look for when working with an advisor is integrity and I can confidently say that Daniel has exceeded my expectations.

Daniel took the time to truly understand my financial goals and worked with me to create a plan that was right for me. He has been diligent in setting up frequent touch points and is quick to respond to adjustments in my investment strategy over the years. Daniel has a strong team behind him at Penmore, so rest assured you are in good hands!

I continue to recommend Daniel to my family and friends and would highly recommend him to anyone looking for sound financial advice.

Jacqueline S.

I would definitely recommend trusting your funds with Penmore. I would like to thank Jim, Daniel and Penmore for helping me with my LIRA, prompt responses to my emails and assistance with paperwork. They are efficient and reliable. Thanks Jackie

Recruit K.

I highly recommend Kyle Grooms. He is both service oriented and highly knowledgeable in his field which equates to a great business partner. He and his team are very well versed in both group and individual insurance and Penmore also has strong expertise in international global benefits. Kyle is someone that I do not hesitate to introduce to my own clients.

Jonathan S.

Roland has been our professional adviser for a significant period of time and has proven himself, knowledgeable, trustworthy, accessible and quite willing to answer all our questions. He has a wonderful sense humour, is very easy to talk to and takes a proactive approach to managing our portfolio. With his guidance there has been a steady growth in our assets and it has been a pleasure having him act on our behalf. I would highly recommend his services to my friends and colleagues.

Michaela M.

Kyle Grooms at Penmore Financial Group has worked with me over the years to create a personalized financial plan for my life now, and for the future. I continue to recommend Kyle's services to friends and family because I want my loved ones to feel as secure as I do. He always takes the time to provide explanations, advice, and guidance in ways that I understand. Thanks Kyle!

Ann D.

Kyle was consistently thorough and accessible - over a number of years with us. He has a thorough understanding of insurance, and the changing needs related to aging. He was very helpful referring to his colleagues in the investment division as well, and that was a good experience.

Jessica T.

Kyle Grooms was exceptional at helping me apply for the insurance policy that was right for me. He explained the policies in detail. He was very patient with my lack of knowledge in the area and was happy to explain anything that I did not understand. Would definitely recommend him for any insurance needs!

Rebecca-Jane M.

Daniel made the process of applying for Disability Insurance as simple and stress free as possible. He always outlined my options, kept me informed throughout the process, and was quick to answer any questions I had. He was very thorough and knowledgeable, always advocating for the best possible coverage for me. I would definitely recommend his services.