Today we’re going to talk to Penny Stayropoulos, and Daniel Thompson, both Vice Presidents and Portfolio Managers about common questions, fears and anxieties investors can feel nearing or during the retirement stage in life. Information, preparation and having a Total Wealth Plan can go a long way in alleviating these anxieties faced in these challenging times.
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ABOUT Liam - Host
Liam Card has been involved in the investment industry for over 10 years. Liam is a Senior Vice President at Lorne Steinberg Wealth Management Inc, heading our Toronto office.
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LinkedIn: https://www.linkedin.com/in/liamcard/
WEBSITE: https://steinbergwealth.com/our-team/
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ABOUT Penny – Vice President
Penny brings valuable experience working with a variety of private clients, cross border private clients, estates and trusts, foundations, charities, executives and their professional advisors. Penny is adept at providing wealth management planning and investment solutions through understanding your personal status, career goals, family dynamics, or changes to investment policy guidelines. Penny has been in the financial industry since 2001 and the investment industry since 2004.
FOLLOW Penny:
LinkedIn: https://www.linkedin.com/in/penny-stayropoulos-cfa-cim-tep-fma-2a66b256/
Instagram: @pbtotalwealth
FACEBOOK: @pbtotalwealth
WEBSITE: https://pbtotalwealth.com/
https://steinbergwealth.com/our-team/
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ABOUT Daniel– Vice President
Daniel Thompson has 30 years of experience in the investment industry. Prior to joining LSWM, Daniel served as president of a boutique investment counselling firm, as president of one of Canada’s oldest and most established full-service investment firms, and as president of a national institutional and retail investment advisory firm. He has extensive experience in portfolio management, investment advisory, financial planning, insurance and estate planning, investment banking, risk management, portfolio construction and research/analysis.
FOLLOW Daniel:
WEBSITE: https://steinbergwealth.com/our-team/
LinkedIn: https://www.linkedin.com/in/daniel-w-thompson-8082b411/
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