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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

Welland Branch

Fourth Ave Branch

Niagara Falls Branch

Dunnville Branch

Garrison Branch

Fonthill Branch

Wealth Management Team

Note *Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds are offered through Credential Asset Management Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.

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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

Welland Branch

Bal Sandhar

Branch Manager, Welland

Mark Bolduc

Assistant Branch Manager, Welland

Ibrahim Abou-Merhi

Investment Solutions Specialist

Stacey Barrett

Financial Solutions Specialist

Sarah Bujacz

Investment Solutions Specialist

Lauren MacArthur

Financial Solutions Specialist

Christine Nadeau

Financial Solutions Specialist

Fourth Ave Branch

Jamie Wittig

Branch Manager, Fourth Avenue

Keith Maxim

Assistant Branch Manager, Fourth Avenue

Donald Austin

Financial Solutions Specialist

Cameron Calder

Financial Solutions Specialist

Lauren Daly

Financial Solutions Specialist

Michael Saleh

Investment Solutions Specialist

Niagara Falls Branch

Sandra Arsenault

Branch Manager, Niagara Falls

Nicholas Biljan

Investment Solutions Specialist

James Levesque

Financial Solutions Specialist

Catherine Palmer

Financial Solutions Specialist

Sophia Walker-Stamp

Investment Solutions Specialist

Dunnville Branch

Dave Muirhead

BRANCH MANAGER, DUNNVILLE

Claudia Bragdon

Investment Solutions Specialist

Lauren Cole

Financial Solutions Specialist

Andrew Kalmuk

Financial Solutions Specialist

Garrison Branch

Maureen Murphy

Branch Manager, Garrison

Andrea Bove

Investment Solutions Specialist

Carrie McLennan

Financial Solutions Specialist

Fonthill Branch

Kabir Ahmed

BRANCH MANAGER, Fonthill

Jack Bedard

Investment Solutions Specialist

Irene Zugic

Financial Solutions Specialist

Wealth Management Team

Linda Larouche

Investment Advisor, Credential Securities

Margaret Peters

Investment Advisor, Credential Securities

Trevor Lagerwerf

Wealth Advisor, Credential Asset Management Inc.