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Borrowing & Investing

Meet our Advisors

Discussing finances can sometimes be intimidating, but it doesn't have to be. PenFinancial’s team of Advisors will welcome you with a friendly smile and a customized/solid plan, no matter what financial situation you find yourself in. PenFi’s dedicated team of Advisors boasts a wide range of skills, experience, and education to better serve you.

Let’s create a customized plan to help you achieve your dreams.

Contact an AdvisorBook a meeting

Bal Sandhar
Branch Manager, Welland

905-735-4801 x1401
bal.sandhar@penfinancial.com

Mark Bolduc
Assistant Branch Manager, Welland

Mutual Funds Investment Specialist, Aviso Wealth
905-735-4801 x1413
mark.bolduc@penfinancial.com

Ibrahim Abou-Merhi
Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth
905-735-4801 x1402
ibrahim.abou-merhi@penfinancial.com

Stacey Barrett
Financial Solutions Specialist

905-735-4801 x1404
stacey.barrett@penfinancial.com

Sarah Bujacz
Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth
905-735-4801 x1405
sarah.bujacz@penfinancial.com

Alan Strachan
Financial Solutions Specialist

905-735-4801 x1409
alan.strachan@penfinancial.com

Jamie Wittig
Branch Manager, Fourth Avenue

Mutual Funds Investment Specialist, Aviso Wealth
905-688-2044 x1701
jamie.wittig@penfinancial.com

Lauren Daly
Assistant Branch Manager, Fourth Avenue

905-688-2044 x1704
lauren.daly@penfinancial.com

Mario Cerminara
Financial Solutions Specialist

905-688-2044 x1708
mario.cerminara@penfinancial.com

Jason Vokey
Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth
905-688-2044 x1706
jason.vokey@penfinancial.com

Irene Zugic
Financial Solutions Specialist

905-688-2044 x1714
irene.zugic@penfinancial.com

Keith Maxim
Branch Manager, Niagara Falls

Mutual Funds Investment Specialist, Aviso Wealth
905-357-5222
keith.maxim@penfinancial.com

Yohhan Abraham
Financial Solutions Specialist

905-357-5222 x1603
yohhan.abraham@penfinancial.com

Sophia Walker-Stamp
Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth
905-357-5222 x1509
sophia.walker-stamp@penfinancial.com

Dave Muirhead
BRANCH MANAGER, DUNNVILLE

Mutual Funds Investment Specialist, Aviso Wealth
905-774-7559 x1801
david.muirhead@penfinancial.com

Ian Cowan
Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth
905-774-7559 x1804
ian.cowan@penfinancial.com

Sarah Rodger
Financial Solutions Specialist

905-774-7559 x1805
sarah.rodger@penfinancial.com

Maureen Murphy
Branch Manager, Garrison

Mutual Funds Investment Specialist, Aviso Wealth
905-994-1201 x2001
maureen.murphy@penfinancial.com

Carrie McLennan
Financial Solutions Specialist

905-994-1201 x2003
carrie.mclennan@penfinancial.com

Jason Miner
Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth
905-994-1201 x2004
jason.miner@penfinancial.com

Matthew Webb
Financial Solutions Specialist

905-994-1201 x2007
matthew.webb@penfinancial.com

Devon Teeple
Branch Manager, Fonthill

289-434-4745 x2101
devon.teeple@penfinancial.com

Justin Bertone
Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth
289-434-4745 x2104
justin.bertone@penfinancial.com

Brendan Guignard
Financial Solutions Specialist

289-434-4745 x2103
brendan.guignard@penfinancial.com

James Levesque
Financial Solutions Specialist

289-434-4745 x2106
james.levesque@penfinancial.com

Andrea Bove
Wealth Specialist, Aviso Wealth

905-714-1444 x1305
andrea.bove@penfinancial.com

Serving Niagara Falls and Fort Erie.

Nathan Felicetti
Wealth Specialist

905-714-1444
nathan.felicetti@penfinancial.com

Serving St. Catharines.

Trevor Lagerwerf
Wealth Advisor, Aviso Wealth

905-714-1444 x1304
trevor.lagerwerf@penfinancial.com

Serving St. Catharines and Fonthill.

Dariusz Szpilewski
Wealth Specialist, Aviso Wealth

905-714-1444 x1302
dariusz.szpilewski@penfinancial.com

Serving Welland and Dunnville.

Debbi Tonnies-Violette
Senior Wealth Advisor, Aviso Wealth

905-714-1444 x1306
debbi.tonnies@penfinancial.com

Serving Welland and Dunnville.