Chris Penman, CFP®Financial Planner
Chris started his career with and has been a valued member of the Mowbray, Wright Financial team for 25 years. A graduate of the University of Western Ontario, Chris continued further industry studies, completing the CERTIFIED FINANCIAL PLANNER (CFP®) designation in 1998, and he has been the acting Branch Manager since completing additional regulatory courses in 2001.
Chris has dedicated himself to the Mowbray, Wright team, helping the firm’s clients to create and enhance their personal wealth by continually striving to provide the best in financial advice, products and services. Chris has been a financial advisor for his own clients, as well as helping other advisors at MWFI provide advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning. Working with a network of highly skilled professionals in the GTA, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives. Maintaining his conservative discipline, Chris strives to first protect & then grow his clients’ hard-earned financial assets with personally tailored investment solutions, tax management strategies, and by helping his clients avoid the classic behavioural investment mistakes.
Having grown up in St. Catharines, where he continues to maintain close ties, he now resides in Oakville, with his wife Jennifer, daughter Sarah, and son Joseph. As a father of two busy children, who will be off to further their studies at University within the next 1-3 years, most of his current ‘free’ time is spent at the local arenas coaching youth hockey.
Insurance products available through Chris Penman.
Tel: 416-234-8055 (ext. 106)