PenFinancial Wealth Management

Reaching your financial goals begins with trusted advice.

At PenFinancial Wealth Management, we take a solutions-based approach to financial planning, so you can be assured that the advice you’re receiving is genuine and based on relationship, not on reaching a sales target.

Our Credential Securities Investment Advisors at PenFinancial have access to a vast array of products and services including stocks*, bonds*, ETFs* and over 3,000 brand name mutual funds* including AGF, Dynamic, Fidelity, Franklin Templeton, Trimark, Ethical Funds®, and more.

Whether it's an Equity, Bond, Balanced, Money Market, Canadian or International fund, we will work with you to determine which investments are best for you. Our Credential® advisors are not driven by commissions meaning that your financial success is what fuels their passion.

All of our advisors are licensed professionals with a commitment to continuous education. Combine this knowledge with passion and integrity,and you can be assured that your financial dreams are in good hands.

Click here to meet our wealth team!

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*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

 

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