Mary G. Iannazzo
MBA, CFP, FMA, FCSI, CIM, CSA
Branch Manager

Mary has been in the financial services industry with PenFinancial Credit Union where she was the Marketing & Development Officer since 1990. She started at the Credit Union in 1987 while she was still attending university. Mary is a native of Welland and plans to stay in the area to be near her family. Mary attended Wilfrid Laurier University in Waterloo, Ontario for four years where she obtained her Bachelor of Business Administration with Honours in Marketing in 1989. Mary graduated with her Master of Business Administration in Accounting in 1998 from McMaster University in Hamilton, Ontario. She attended McMaster part-time while working full-time at the Credit Union. Mary is also a Certified Financial Planner licensee, a Financial Management Advisor, was the first Fellow of the Canadian Securities Institute in Welland and most recently she received her designation as a Certified Senior Advisor and Canadian Investment Manager. As you can see from her educational background, Mary loves to learn and plans to continue her education and expand her knowledge. This constant desire to learn makes her perfect for Investment Advising where continuing education is necessary. She chose to leave Marketing behind for a career as an Investment Advisor and Financial Planner because she enjoys getting to know people and helping them achieve their goals. The constant challenges that the financial environment provides and the opportunity to help people work through and understand their finances is what Mary finds most rewarding.

When asked “What makes you a successful advisor?” Mary has this to say:
“ I guess a couple of factors make me a successful advisor. Firstly, I treat EVERY client as an individual and take the time to educate them and get to know them. I also try to ensure that I am easily accessible to my clients with no client being too small. I give them equal time regardless of portfolio size- it pays off in the end.”

Linda Larouche
CFP, FMA, FCSI, CSA
Investment Advisor

Linda has been in the financial industry for almost 25 years. Linda worked for a Chartered Bank in Management before she joined PenFinancial Credit Union in Welland, Ontario. After 8 years of working in the Credit Union environment, Linda pursued her career as an Investment Advisor with Credential Securities Inc. It is through Credential Securities Inc. that Linda is able to best utilize her extensive experience in the sale of investment products and financial advising. Linda has a broad knowledge of the industry and investment options available.
She is a Certified Financial Planner licensee, a Financial Management Advisor, was the second Fellow of the Canadian Securities Institute in Welland and also holds the designation of Certified Senior Advisor. Linda fully embraces the Credit Union philosophy of People Helping People and carries that philosophy over to her work at Credential Securities Inc. Linda finds it most rewarding when she is able to meet with a client and help them to better understand investment opportunities. Educating clients is first and foremost on Linda’s agenda in assisting clients achieve their financial goals.

When asked “What makes you a successful advisor?” Linda has this to say:
“ I am a firm believer in continuing education. Expanding your education and increasing your knowledge on products and services available to clients is what I feel is most necessary in order to be the best Investment Advisor you can be.”