About Us – Treegrove Investment Management Inc.

About Us

We believe in personal service—not automated advice.

As a boutique firm with a select roster of direct clients, we place a premium on caring, responsive service. Unlike automated robo-advisors and corporate mega-firms that treat clients as just another number in an indifferent system, we believe in the personal touch. Rather than choosing your investments solely based on an inflexible, narrow algorithm, we add the wisdom that we believe comes from decades of real-world, human experience. Our intelligent approach marries rigorous data analysis and economic modeling with the deep insight and understanding of our seasoned management team. Your portfolio manager is always available to discuss your needs and can be contacted at anytime.

Whatever your investment goals, we can develop and implement solutions to help get you there.

Treegrove offers a diverse range of investment choices to help you pursue your goals. We create customized portfolios that are tailored to your risk tolerance, diversification requirements demands, and other unique investment needs. Whether your focus is on seeking downside protection, income, growth, or something in between, we seek to provide the solutions you’re looking for today!

MEET OUR TEAM

The Team at Treegrove has over 90 years of combined experience

WILLIAM (BILL) SHAW

President and Portfolio Manager

ALEXANDER NAYYAR

Vice-President and Portfolio Manager

JENNIFER SCHELL

Partner, Portfolio Strategist, and Associate Portfolio Manager

PENNY STAYROPOULOS

Partner & Portfolio Manager

CONTACT US

For more information or to be introduced to our Portfolio Managers, please fill in the following contact information

WILLIAM (BILL) SHAW

President and Portfolio Manager

William (Bill) Shaw’s career in wealth management began in 1991. He has assisted many clients with financial planning, investment advice, discretionary portfolio management and estate planning. As a mutual fund Portfolio Manager, Bill won the 2003 Canadian Dividend Fund of the Year award, conferred by the sponsors of the Canadian Investment Awards. Bill has also appeared on BNN TV and has been profiled in The Globe and Mail newspaper. Bill is a Chartered Professional Accountant, Certified Investment Manager, and Certified Financial Planner. He graduated from the Rotman School of Mangement at the University of Toronto with a Masters in Business Administration.

Outside of work, Bill enjoys spending time with his daughter and fishing at the cottage up north.

ALEXANDER NAYYAR

Vice-President and Portfolio Manager

Alexander Nayyar has over 20 years of experience helping private clients with their financial planning needs. His focus is on retirement, estate, succession, and wealth-protection planning. Alex helps clients grow and preserve their savings by establishing an income stream for life.

He graduated with a BA from the University of Toronto, where he played football for the national champion Varsity Blues.

JENNIFER SCHELL

Partner, Portfolio Strategist, and Associate Portfolio Manager

Jennifer is a wealth management professional with over 10 years of experience with two of Canada’s major financial institutions. Jennifer works with individuals and businesses to create customized plans for their real estate and investment holdings. Jennifer is a Certified Investment Manager and graduated from Laurentian University with a Masters in Business Administration.
In her spare time, you can find her performing comedy at live open mics in the city. She also enjoys gourmet cooking and writing content for her podcast called Jenny in the Corner Office.

PENNY STAYROPOULOS

Partner & Portfolio Manager

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. She has wide-ranging experience as a professional money manger and wealth advisor. She is registered with the Ontario Securities Commission as Portfolio Manager at Treegrove Investment Management Inc and is the President and Founder of PB Total Wealth Advisory and Consulting Corporation serving high net worth families, individuals, and business owners.
With over two decades in the financial services and money management sector, Penny has the experience, expertise, and credentials needed to address today’s financial environment. She holds the Chartered Financial Analyst (CFA) designation, Certified Investment Management (CIM) designation, Trust and Estate Practitioners (TEP) designation, Certified Financial Planner (CFP) designation, and Financial Management Advisor (FMA) designation. Penny is a member of the Toronto CFA Society, STEP Canada, Financial Planners Standards Council, and Angel Investors of Ontario.
Penny’s depth of experience in investment management and total wealth planning leverages her extensive background in advising clients on how best to establish and integrate investment portfolios into an overall lifetime plan that also includes tax, retirement, succession, and estate planning.
Learn more about PB Total Wealth

WILLIAM (BILL) SHAW

President and Portfolio Manager

William (Bill) Shaw’s career in wealth management began in 1991. He has assisted many clients with financial planning, investment advice, discretionary portfolio management and estate planning. As a mutual fund Portfolio Manager, Bill won the 2003 Canadian Dividend Fund of the Year award, conferred by the sponsors of the Canadian Investment Awards. Bill has also appeared on BNN TV and has been profiled in The Globe and Mail newspaper. Bill is a Chartered Professional Accountant, Certified Investment Manager, and Certified Financial Planner. He graduated from the Rotman School of Mangement at the University of Toronto with a Masters in Business Administration.

Outside of work, Bill enjoys spending time with his daughter and fishing at the cottage up north.

ALEXANDER NAYYAR

Vice-President and Portfolio Manager

Alexander Nayyar has over 20 years of experience helping private clients with their financial planning needs. His focus is on retirement, estate, succession, and wealth-protection planning. Alex helps clients grow and preserve their savings by establishing an income stream for life.

He graduated with a BA from the University of Toronto, where he played football for the national champion Varsity Blues.

JENNIFER SCHELL

Partner, Portfolio Strategist, and Associate Portfolio Manager

Jennifer is a wealth management professional with over 10 years of experience with two of Canada’s major financial institutions. Jennifer works with individuals and businesses to create customized plans for their real estate and investment holdings. Jennifer is a Certified Investment Manager and graduated from Laurentian University with a Masters in Business Administration.
In her spare time, you can find her performing comedy at live open mics in the city. She also enjoys gourmet cooking and writing content for her podcast called Jenny in the Corner Office.

PENNY STAYROPOULOS

Partner & Portfolio Manager

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. She has wide-ranging experience as a professional money manger and wealth advisor. She is registered with the Ontario Securities Commission as Portfolio Manager at Treegrove Investment Management Inc and is the President and Founder of PB Total Wealth Advisory and Consulting Corporation serving high net worth families, individuals, and business owners.
With over two decades in the financial services and money management sector, Penny has the experience, expertise, and credentials needed to address today’s financial environment. She holds the Chartered Financial Analyst (CFA) designation, Certified Investment Management (CIM) designation, Trust and Estate Practitioners (TEP) designation, Certified Financial Planner (CFP) designation, and Financial Management Advisor (FMA) designation. Penny is a member of the Toronto CFA Society, STEP Canada, Financial Planners Standards Council, and Angel Investors of Ontario.
Penny’s depth of experience in investment management and total wealth planning leverages her extensive background in advising clients on how best to establish and integrate investment portfolios into an overall lifetime plan that also includes tax, retirement, succession, and estate planning.
Learn more about PB Total Wealth