Looking for a more hands-on approach to investment planning? You can trust our wealth management team to build an investment strategy that helps you reach your goals. With over $800 million in assets under management in Niagara, PenFinancial is big enough to offer state-of-the-art investment options, yet small enough to actually take the time your portfolio deserves – regardless of its size.
A solutions-based approach to financial planning. Your Advisor will get to know you and offer genuine advice based on your goals.
A team dedicated to your financial success. Credential Securities and Credential Asset Management Inc. Advisors aren’t driven by commissions, so they’ll find the investments that are best for you, whether they’re Equity, Bond, Balanced, Money Market, Canadian, or International funds.
Access to a vast array of products and services, including stocks†, bonds†, ETFs† and brand name mutual funds† (including NEI, AGF, Fidelity, CI, MacKenzie, and more).
Experienced professionals with a commitment to continuous education. Our Advisors combine their knowledge with passion and integrity, so your financial dreams are in good hands.
Want an Investment Advisor that’s compensated for the quality of advice they give, not just their sales? Look no further. Our wealth management team is most fulfilled when you’re achieving your goals.
Some companies promote their clients sitting on multi-million dollar yachts. Your goals may be a little more simple and realistic. They’ll also be more attainable with a solid plan created with an Advisor that cares.
Build a socially responsible investment portfolio without compromising your rate of return. Some of our advisors hold the Responsible Investment Specialist designation, which can help you build wealth and a better world.
905-714-1444 x1301
linda.larouche@penfinancial.com
Serving St. Catharines, Welland and Dunnville.
905-714-1444 x1302
margaret.peters@penfinancial.com
Serving Niagara Falls, Fort Erie and Fonthill.
905-714-1444 x1304
trevor.lagerwerf@penfinancial.com
Serving St. Catharines and Fonthill.
905-714-1444 x1306
debbie.tonnies@penfinancial.com
Serving Welland and Dunnville.
905-714-1444
andrea.bove@penfinancial.com
Serving Niagara Falls and Fort Erie.
Socially responsible investing is an investment approach that considers both the financial return and the social good that a company generates. It includes selecting companies that help communities and the environment. It also excludes companies that have a negative impact. That way your investments can contribute to a better financial future for you and a better world for everyone.
All PenFinancial Financial Advisors are certified Responsible Investment Specialists. So they’re qualified to provide socially responsible investment options to align your portfolio with your values and help you build wealth by doing the right thing.
No one should have to choose between building wealth and building a better world.
