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Talking about your finances doesn’t have to feel overwhelming. Whether you’re just getting started, planning for what’s next, or navigating life’s unexpected moments, our Advisors are here to listen, understand your goals, and provide personalized guidance every step of the way.

Together, we’ll create a financial plan that’s built around you.

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Ready for a real conversation about your financial future?

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 | Contact Centre

Welland Branch

Fourth Ave Branch

Niagara Falls Branch

Dunnville Branch

Garrison Branch

Fonthill Branch

Wealth Management Team

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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

Ready for a real conversation about your financial future?

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

Welland Branch

Devon Teeple

Branch Manager, Welland

Sarah Bujacz

Investment Solutions Specialist

Mutual Funds Investment Specialist, Aviso Wealth

Sahil Garg

Financial Solutions Specialist

Brendan Guignard

Financial Solutions Specialist

Holly Marcynuk

Investment Solutions Specialist

Jeffer jit Singh

Investment Solutions Specialist

Alan Strachan

Financial Solutions Specialist

Matthew Webb

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

Moulshree Tripathi

Investment Solutions Specialist

Irene Zugic

Financial Solutions Specialist

Niagara Falls Branch

Justin Bertone

Branch Manager, Niagara Falls

Mutual Funds Investment Specialist, Aviso Wealth

Yohhan Abraham

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

Fonthill Branch

Ibrahim Abou-Merhi

Acting Branch Manager, Fonthill

Mutual Funds Investment Specialist, Aviso Wealth

James Levesque

Financial Solutions Specialist

Jason Vokey

Investment Solutions Specialist