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

 

Welland Branch

Bal Sandhar
Bal Sandhar
Branch Manager, Welland

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

Mark Bolduc
Mark Bolduc
Assistant Branch Manager, Welland

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

Ibrahim Abou-Merhi
Ibrahim Abou-Merhi
Investment Solutions Specialist

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

Stacey Barrett
Stacey Barrett
Financial Solutions Specialist

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

Sarah Bujacz
Sarah Bujacz
Investment Solutions Specialist

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

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Holly Marcynuk
Financial Solutions Specialist

905-735-4801
holly.marcynuk@penfinancial.com

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Dami Salu
Financial Solutions Specialist

905-735-4801 x1411
dami.salu@penfinancial.com

Alan Strachan
Alan Strachan
Financial Solutions Specialist

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

 

Fourth Ave Branch

Jamie Wittig
Jamie Wittig
Branch Manager, Fourth Avenue

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

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Mario Cerminara
Financial Solutions Specialist

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

Lauren Daly
Lauren Daly
Financial Solutions Specialist

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

Jason Vokey
Jason Vokey
Investment Solutions Specialist

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

 

Niagara Falls Branch

Keith Maxim
Keith Maxim
Branch Manager, Niagara Falls

Mutual Funds Investment Specialist, Aviso Wealth
905-356-4467
keith.maxim@penfinancial.com

James Levesque
James Levesque
Financial Solutions Specialist

905-357-5222
james.levesque@penfinancial.com

Catherine Palmer
Catherine Palmer
Financial Solutions Specialist

905-357-5222 x1504
catherine.palmer@penfinancial.com

 

Dunnville Branch

Dave Muirhead
Dave Muirhead
BRANCH MANAGER, DUNNVILLE

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

Claudia Bragdon
Claudia Bragdon
Investment Solutions Specialist

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

Sarah Rodger
Sarah Rodger
Financial Solutions Specialist

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

 

Garrison Branch

Maureen Murphy
Maureen Murphy
Branch Manager, Garrison

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

Carrie McLennan
Carrie McLennan
Financial Solutions Specialist

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

Jason Miner
Jason Miner
Investment Solutions Specialist

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

Matthew Webb
Matthew Webb
Financial Solutions Specialist

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

 

Fonthill Branch

Kabir Ahmed
Kabir Ahmed
BRANCH MANAGER, Fonthill

Mutual Funds Investment Specialist, Aviso Wealth
289-434-4745 x2101
kabir.ahmed@penfinancial.com

Irene Zugic
Irene Zugic
Financial Solutions Specialist

289-434-4745 x2106
irene.zugic@penfinancial.com

 

Wealth Management Team

Linda Larouche
Linda Larouche
Investment Advisor, Aviso Wealth

905-714-1444 x1301
linda.larouche@penfinancial.com

Serving St. Catharines, Welland and Dunnville.

IIROC AdvisorReport →

Andrea Bove
Andrea Bove
Wealth Specialist, Aviso Wealth

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

Serving Niagara Falls and Fort Erie.

Trevor Lagerwerf
Trevor Lagerwerf
Wealth Advisor, Aviso Wealth

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

Serving St. Catharines and Fonthill.

Debbi Tonnies
Debbi Tonnies
Senior Wealth Advisor, Aviso Wealth

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

Serving Welland and Dunnville.

Note Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
 

Connect with a PenFinancial Advisor

Want financial services you can bank on? Send us a message with this form or book an appointment online and we’ll have an advisor reach out to help you hit your financial goals.