Canon Capital in the Community







Indian Creek Foundation 2015 Roll and Stroll

Our very own Amanda Spengler, CPA, joined 500 other participants on June 20, 2015 in the 24th Annual Indian Creek Foundation Roll & Stroll, a bike/run/walk event. The largest of Indian Creek Foundation’s fundraisers, the proceeds help further their mission of providing services for children and adults with intellectual and developmental disabilities. Thanks for representing Canon Capital, Amanda!



Matthew Witter Named to Board of Pregnancy Resource Clinic of North Penn

Matthew Witter, an Investment Advisor in our Wealth Management unit, recently joined the board of the Pregnancy Resource Clinic of North Penn.


Canon Capital Staff News

We’ve had a lot to celebrate this summer. The Canon Capital family is expanding due to these happy occasions.

Amanda (Van Camp) Spengler, CPA, a staff accountant in our Accounting department, celebrated her marriage to Andy Spengler on July 18th.  











Most recently,
Brandon Keeler and his wife Cori welcomed Greyson Keeler on August 7th. Brandon is a PC Network Technician in our Computer Solutions unit. 

Congratulations to all!


Canon Capital Supports Generations of Indian Valley’s Reindeer Run

It was a chilly morning but the runners in Generations of Indian Valley‘s Reindeer Run were happy to accept the cups of cool water we provided at the event’s halfway point.

Canon Capital’s Sherri Schaeffer and Lori Canfield are ready to provide refreshments for the runners.

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Chuck Porter (pictured in the white shirt), Jen Norman, and Brian Erkes, all from our Wealth Management Unit, participated in the run.

This annual event benefits Generations’ community programs, including Meals on Wheels.

Canon Capital Teams Up with North Penn United Way for the Annual Day of Caring

The North Penn United Way‘s annual Day of Caring provides organizations and companies throughout the Indian Valley and North Penn regions the opportunity to volunteer for various work projects at their partner non-profits. It’s a terrific opportunity for service and team building.

The 2015 Day of Caring took place September 15 and our team volunteered at Child, Home and Community (CHC) in Doylestown. We sorted donated diapers and children’s clothing and also helped to paint their office. CHC is an agency dedicated to ensuring healthy births, enhancing family stability and promoting self-sufficiency.

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Canon Capital’s Morning Day of Caring Team (L-R): Chuck Porter, Vicki Barnes, Georgia Myers, Sherri Schaeffer

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Canon Capital’s Afternoon Day of Caring Team (L-R): Linda Covel, Denise Hoagey, Brenden Wenhold

It was a great day and our team really enjoyed yet another way to give back to the community.

Canon Capital Management Group Kicks Off 2016 with Cyber Security Seminar and Document Shredding Event

With the arrival of the new year, thoughts turn toward clearing out clutter and developing good habits. We were happy to lead the way with our Cyber Security Seminar and Document Shredding event, held Wednesday, January 7 at our Wealth Management & Family Office Services location in Hatfield.

Dr. Peter Roland, Canon Capital Management Group founder and managing director, delivers one of the first containers of documents to be shred.

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While Richter’s Mobile Shredding provided the document shredding services, our Computer Solutions owner and director, Kent Gerhart, presented two seminars on the latest news and best practices in cyber security safeguards.

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This event was free of charge, with attendees encouraged to bring donations to be distributed to local charities, including diapers, baby wipes and new, unwrapped toys for infants and toddlers. Many thanks to everyone who participated.

Canon Capital Wealth Management Continues Financial Literacy Seminars with “Financial Self-Defense” May 19, 2016

Financial fraud is on the rise. According to the Federal Trade Commission’s annual report, Identity theft incidents alone increased 47% in 2015.

Learn how to steer clear of financial fraud at the second in our series of Financial Literacy Seminars: Financial Self-Defense. During our time together we’ll help you improve your ability to spot the warning signs of financial fraud by sharing:

– How to identify common situations where consumers might be victimized
– Case studies of consumer financial abuse
– Ways you can protect yourself from financial fraud or abuse

The Financial Self-Defense Seminar will be held at our Hatfield office Thursday, May 19, 2016. For your convenience, we are offering this seminar at 3:00-4:00pm or 5:30-6:30pm.

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We expect this seminar will be both educational and eye-opening, so please feel free to bring a friend, relative or colleague. Please RSVP by Friday, May 13, 2016 to Jen Norman. You may RSVP via email or call 215-723-4881, ext. 207 to let us know whether you would like to attend the 3:00pm or 5:30pm session.

Our Financial Literacy Seminars are for adults of all ages with any level of financial knowledge. They’re ideal for individuals desiring to improve their ability to manage their financial resources effectively to meet their goals and gain a lifetime of financial security.

Canon Capital Management Group provides a single source of financial and business services to help you make the right decisions. For more information, visit or call 215-723-4881.

The Microsoft Windows 10 Free Upgrade Offer Ends July 29 – Should You Do It?

It’s hard to believe it’s almost a year since Microsoft released Windows 10, the latest version of their Windows operating system. Existing Windows users have the opportunity to access a free upgrade through July 29, 2016. So, should you upgrade? If you have already upgraded and things are going well, then by all means stay with it. If you have not upgraded yet, we do not recommend a rush to do so.

The features of Windows 10 are mostly cosmetic, and we’ve yet to see the major software suppliers release new products not compatible with Windows 7 and 8. Even QuickBooks 2016 – the only version of QuickBooks compatible with Windows 10 – is also compatible with Windows 7 and 8. So as long as your primary software continues to support Windows 7 and 8, we don’t recommend upgrading to Windows 10 on an existing computer.

An operating system upgrade is never as easy as just pushing a button. You need to make sure all of your hardware, software and peripheral equipment is compatible with the new operating system. Will your QuickBooks work? Will you still be able to print? Multiply this by the number and variety of computers in your workplace and what seemed a simple task can be a daunting project.

Be prepared by being proactive.

What we do recommend is that you start preparing now for the day you’ll need to replace your computers, s since Windows 10 will be the standard on any new machines. This includes staying up to date with all software packages and apps while using Windows 7 or 8. Doing so provides better support and more security.

We also suggest scheduling our Computer Solutions’ upfront analysis service which reviews your hardware, software, and equipment to determine what, if any, work is needed before a transition to Windows 10. This allows you to take your time and know what to expect when you eventually move on from Windows 7 or 8 to Windows 10. It’s part of our due diligence and saves you the inconvenience and cost of future unknowns.

We’ve conducted this upfront analysis for a number of clients who have chosen to upgrade to Windows 10 and found that even with no predetermined issues, there were some hiccups once the transition to Windows 10 was complete.

There’s another element to the free Windows 10 upgrade. Some users have experienced an automatic update. Others have made the upgrade accidentally due to the way Windows has presented the option in pop-up messages. If this is the case in your situation, Windows 10 does have an uninstall option allowing you to revert to your previous operating system as long as you do so within 30 days of the Windows 10 installation.

If you have questions or would like to schedule an upfront analysis to be prepared for Windows 10, we are always available to you at 215-723-4881 or

Canon Capital Staff News – New Additions

We are pleased to announce the addition of Brenden Wenhold to our Accounting team. Brenden joined us in September and is working as a Staff Accountant. A graduate of Delaware Valley University with a Bachelor’s of Science in Business Administration with a specialization in Accounting, Brenden has interned and worked in the accounting field for the past few years and is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA). Committed to community and giving back, Brenden served eight years in the United States Marine Corps and currently volunteers for the United Way. He lives with his wife and two children in Quakertown, PA where he enjoys cars, volleyball, softball and doing home renovation projects in his spare time.


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Congratulations to Adam Girdner, a technician in our Computer Solutions unit, and his wife on the birth of Nolan Adam. Nolan arrived at 9:01pm on Thursday, September 10, weighing 7 lbs., 15 oz., and he and his mom, dad and new big sister are all doing well.

Do You Work in Philadelphia? Paid Sick Leave is Here

If your daily commute involves enduring the Schuylkill Expressway or hopping on Septa Regional Rail to Philadelphia, a city ordinance that took effect in May 2015 applies to you. Although you may live in the suburbs, if you are a full- or part-time employee who works at least 40 hours per year for a Philadelphia business the new “Promoting Healthy Families and Workplaces” ordinance brings you new benefits. What does this mean? Through this legislation, you now accrue one hour of paid sick leave for every 40 hours worked. The maximum for each year is 40 hours.

Most Employers with Less Than 10 Employees May be Exempt from Providing Paid Sick Leave

While this ordinance applies to all employers conducting business within the city of Philadelphia, those with less than 10 employees are required to provide only unpaid sick leave. They are required to do so, however, at the same rate as those businesses providing paid sick leave. The Philadelphia Department of Commerce reports that “certain chain establishments are required to provide paid sick leave regardless of the number of employees at the chain’s Philadelphia location.”

Expansive Coverage But Not All Types of Employees are Eligible

There are a few employment situations where this paid sick leave ordinance will not apply. According to this flyer from the Philadelphia Department of Commerce providing a summary of the legislation, it does not apply to:

  • Independent Contractors
  • Seasonal Workers
  • Adjunct Professors
  • Employees hired for a term of less than 6 months
  • Interns
  • Pool employees
  • Employees covered by collective bargaining agreements
  • State and Federal employees

To read the full legislation, click here. We are also happy to guide you through this new ordinance and answer any questions you might have as it relates to your payroll services. Contact us at 215-723-4881 or click here to contact us online.