Penny moved to Canada from the UK in 2012. Whilst in the UK, Penny worked as an Independent Financial Adviser (IFA) specializing in Pensions & Investments, and, has worked in the Financial Services industry since 2006.
Penny joined our team in 2016 and took on the role of Investment Processing Manager. Transactional cross border investment related processing includes experience with every changing address to new countries, crystallization of assets on return to Canada, coding of eligible pension transfers on receipt of international severance, implementation and management of dollar cost averaging strategies, tax coding reconciliation for dividend and income distribution, knowledge of US person investment constraints in regards to both IRS and SEC regulations, management of TFSA eligibility as it pertains to non-resident years, implementation of charitable giving strategies using Donor Advised Funds and coordination of international and cross border complexities.
Penny lives in Calgary with her husband, 2 children and 2 rescue dogs. They enjoy regular trips to the Mountains to ski, namely at their favorite ski hill of Kimberley in BC.