Truly Local Advice

At PenFinancial, being Truly Local is the reason we exist.

As a member-owned financial co-operative with deep roots in...

How small, regular contributions can grow into something bigger over time. 

Life gets busy—and investing money often...

We’d like to be clear to start of this blog: Scams are on the rise in Niagara, and we’re hearing about them more and...

When people think about working with a Wealth Advisor, the first thing that usually comes to mind is “what will I be...

Let’s face it – discussing estate planning with your parents might feel about as comfortable as watching a romantic...

So, your great-aunt Mabel left you an unexpected chunk of change. First off, our condolences – and congratulations?...

Retirement should be a time to relax, enjoy life, and do the things you’ve always dreamed of. But let’s face...

Let’s face it—talking about wills and powers of attorney (POA) isn’t exactly the most thrilling dinner table topic. But...

Talking to your kids, or other loved ones, about your estate plan may not be the easiest topic to bring up, but it’s an...

Think estate planning is just for the rich and famous – think again. It’s for anyone who wants to ensure a legacy for...

Let’s be honest – being named an executor isn’t exactly like winning the lottery. In fact, it’s more like inheriting a...

Creating an estate plan involves working with several professionals to ensure your plan is legally sound,...