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Treegrove Investment Management Inc.

Treegrove Investment Management Inc. – Acheiving Your Financial Goals

Who is Treegrove Investment Management Inc.?

Treegrove offers a diverse range of investment choices to help you pursue your goals. Treegrove offers discretionary investment management, financial plans, individual pension plans and portfolio reviews to private clients, charities and foundations. Bill is a Chartered Professional Accountant, Certified Investment Manager, and Certified Financial Planner. Alexander Nayyar has over 20 years of experience helping private clients with their financial planning needs. Jennifer is a wealth management professional with over 10 years of experience with two of Canada’s major financial institutions. Jennifer is a Certified Investment Manager and graduated from Laurentian University with a Masters in Business Administration. Penny Stayropoulos is a Partner & Portfolio Manager at Treegrove Investment Management Inc. Penny Stayropoulos CFA CIM TEP CFP FMA is a seasoned investment management professional.

This company is:

Service provider
Manufacturer

Old Toronto, Canada

1-10 Employees

Founding year: 2018



Products & services of Treegrove Investment Management Inc.

Product Services – Treegrove Investment Management Inc. image
Service

Verified

Services – Treegrove Investment Management Inc.

Investment Management | Financial Planning | Special Needs Financial Planning for Individuals and Families with Children | Individual Pension Plans | Portfolio Reviews | Take the First Step

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Keywords

Portfolio Management
Financial Planning
Individual Pension Plans
Portfolio Reviews
Security Research
Financial Services

Industries

Financial Services

Contact of Treegrove Investment Management Inc.

City: Old Toronto

State: Ontario

Country: Canada



Frequently asked questions (FAQ) about Treegrove Investment Management Inc.

The company Treegrove Investment Management Inc. is located in Old Toronto, Ontario, Canada. It's worth noting that the company may has more corporate locations

As of the latest available information Treegrove Investment Management Inc. has around 1-10 employees worldwide.

Treegrove Investment Management Inc. was founded in 2018

The company Treegrove Investment Management Inc. has it's main focus in the industries of Financial Services

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