Helping you achieve financial success!

Welcome to my website

I provide strategic wealth planning and comprehensive financial advice for individuals and families. I draw on the vast range of portfolio solutions offered by RBC Wealth Management to meet each client’s needs and objectives. My practice focuses on customized portfolio management with an emphasis on recommending individual stocks and bonds. Clients can choose a fee based or transaction based approach. Core to my business is focusing on doing what is in my client’s best interest. Client education, communication, and feedback is an integral part of my practice.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Contact me

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

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Latest Insights

London skyline

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Disclosures

Penny Kailing is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, IL, IN, KY, MD, MI, MN, MT, NC, NY, OH, OR, PA, RI, SC, TX, UT, VA, WI.

Read additional advisor disclosures.