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 Inc. 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.

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*Mutual funds, financial planning and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.  Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.  There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.  Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential and Credential Securities is a registered mark owned by Credential Financial Inc. and is used under licence

*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. OnCourse Portfolios are made available to investors through ®Credential professionals located at certain credit unions in Canada. ®OnCourse is a registered mark owned by Credential Financial Inc. and is used under licence.

 

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