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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.

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Welland Branch | Fourth Ave Branch | Niagara Falls Branch | Dunnville Branch | Garrison Branch | Fonthill Branch | Wealth Management

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At PenFinancial, we believe your financial plan should be tailored to you. Talk to us today to create your unique plan or to book a meeting with one of our qualified advisors.

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Welland Branch

Fourth Ave Branch

Niagara Falls Branch

Dunnville Branch

Garrison Branch

Fonthill Branch

Wealth Management Team

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.

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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.

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About PenFi

Meet our Advisors

Welland Branch | Fourth Ave Branch | Niagara Falls Branch | Dunnville Branch | Garrison Branch | Fonthill Branch | Wealth Management

Ready for a real conversation about your financial future?

Welland Branch

Bal Sandhar

Branch Manager, Welland

Mark Bolduc

Assistant Branch Manager, Welland

Mutual Funds Investment Specialist, Aviso Wealth

Ibrahim Abou-Merhi

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

Stacey Barrett

Financial Solutions Specialist

Sarah Bujacz

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

Alan Strachan

Financial Solutions Specialist

Fourth Ave Branch

Jamie Wittig

Branch Manager, Fourth Avenue

Mutual Funds Investment Specialist, Aviso Wealth

Keith Maxim

Assistant Branch Manager, Fourth Avenue

Mutual Funds Investment Specialist, Aviso Wealth

Mario Cerminara

Financial Solutions Specialist

Lauren Daly

Financial Solutions Specialist

Jason Vokey

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

Irene Zugic

Financial Solutions Specialist

Niagara Falls Branch

Sandra Arsenault

Branch Manager, Niagara Falls

Mutual Funds Investment Specialist, Aviso Wealth

Catherine Palmer

Financial Solutions Specialist

Sophia Walker-Stamp

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

Dunnville Branch

Dave Muirhead

BRANCH MANAGER, DUNNVILLE

Mutual Funds Investment Specialist, Aviso Wealth

Ian Cowan

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

Sarah Rodger

Financial Solutions Specialist

Garrison Branch

Maureen Murphy

Branch Manager, Garrison

Mutual Funds Investment Specialist, Aviso Wealth

Carrie McLennan

Financial Solutions Specialist

Jason Miner

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

Matthew Webb

Financial Solutions Specialist

Fonthill Branch

Devon Teeple

Branch Manager, Fonthill

Justin Bertone

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

James Levesque