Treegrove Investment Management Inc. is a boutique wealth management firm focusing on meeting the future financial goals of our clients. Treegrove offers
discretionary investment management, financial plans, individual pension plans and portfolio reviews to private clients, charities and foundations.
SERVICES
Treegrove Investment Management offers
Investment Management
Treegrove Investment Management offers discretionary portfolio services
Financial Planning
We believe that understanding you and your family’s goals is the key to successful financial planning
Individual Pension Plans
An Individual Pension Plan (IPP) is an employer-sponsored defined benefit pension plan
Portfolio Reviews
How often have you gone for a second opinion or checked other places for prices?
NEWS AND MEDIA
Treegrove and Sprung Complete Merger
By wmshaw@yahoo.com
/ August 29, 2026
FOR IMMEDIATE RELEASEContact:William (Bill) ShawChief Executive Officer, Treegrove Investment Management Inc.416-532-2882Bill@Treegrove.caTreegrove Investment Management Inc. Acquires Sprung InvestmentManagement Inc., Strengthening Its...
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3 Year-End Legacy Planning Moves Every Canadian Should Consider
By Penny Stayropoulos
/ December 20, 2025
December presents Canadian taxpayers with critical opportunities to implement strategic legacy planning measures before year-end deadlines. Professional advisors consistently observe...
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7 Mistakes You're Making with Investment Fees (and How CRM3 Will Expose Them)
By Penny Stayropoulos
/ November 24, 2025
Author: Penny Stayropoulos, CFA CIM TEP CFP FMA. Investment fees represent a critical factor in portfolio performance that many investors...
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Tax-Efficient Investing for Incorporated Professionals: The Value-Based Framework That Saves You Thousands
By Penny Stayropoulos
/ November 24, 2025
Incorporated professionals face unique tax optimization opportunities that remain underutilized across Canadian wealth management practices. The implementation of structured, evidence-based...
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