If you ask Dave and Diana Borbay about their relationship with PenFinancial, they'll tell you that they feel as if they're part of a family. “Whenever we need something, PenFinancial is there for us, both financially and emotionally. We have always put our faith in them,” says Diana, a Ward Clerk at the Niagara Health System. “PenFinancial is very supportive. Our long relationship has included mortgage and car loan financing, investment and retirement planning guidance,” says Dave, a retired cancer survivor. Speaking of family, for eight years the Borbays took in international students who were attending Brock University, and as a result developed some close relationships. Dave and Diana feel like they have family scattered around the world. The Borbays are an example of PenFinancial's dedication to taking care of members’ financial needs as if they were our own. In other words, just like family.

“At PenFinancial, our financial planning experts provide free, solid investment advice to ensure our members enjoy a worry-free, financially secure life.”

Rhonda Maver CFP, FMA, Ch.P Strategic Wealth, AICB
Branch Manager, Lake Street Branch