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 PenFinancial Wealth Management professionals 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 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 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, mutual fund and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Credential Securities Inc. is a Member of the Canadian Investor protection Fund. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.
 

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