Tania Lopez
Associate, Client Service & Branch ManagerTania Lopez is a Client Associate at Pembroke Private Wealth Management, based in Toronto, where she plays a key role on the Wealth Service Team. Since joining Pembroke in 2023, she has supported families with thoughtful, personalized service, helping them pursue their financial goals with care and professionalism. She works closely with Pembroke’s Account Managers to deliver a seamless and personalized service experience, ensuring that clients receive thoughtful, goal-oriented support at every stage of their financial journey.
As Branch Manager for Pembroke’s Toronto and Montreal offices, Tania ensures that internal processes align with regulatory standards, helping to foster a culture where clients can feel confident that their best interests are always the priority.
Outside of the office, Tania loves to travel, explore new places and learn about different cultures. Tania is an avid cyclist and outdoor enthusiast. She recently learned to ski and to embrace winter activities.
Highlights
- Client Associate and Branch Manager
- Over seven years of experience in the financial industry, supporting client-centric financial planning
Previous Experience
- Branch Office Administrator at an American brokerage firm, where she supported advisors and clients with administrative and operational needs, delivering consistent, high-quality service
Education and Professional Designations
- Bachelor of Business and Economics, York University
- Advanced Diploma in Business Administration – Marketing, Seneca College
