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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 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

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

Keegan Patrick

Financial Solutions Specialist

Alan Strachan

Financial Solutions Specialist

Fourth Ave Branch

Keith Maxim

Assistant Branch Manager, Fourth Avenue

Jennifer Johnston

Assistant Branch Manager, Fourth Avenue

Donald Austin

Financial Solutions Specialist

Cameron Calder

Financial Solutions Specialist

Lauren Daly

Financial Solutions Specialist

Jason Vokey

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

Andrew Kalmuk

Financial Solutions Specialist

Garrison Branch

Maureen Murphy

Branch Manager, Garrison

Carrie McLennan

Financial Solutions Specialist

Matthew Webb

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, Aviso Wealth

Margaret Peters

Investment Advisor, Aviso Wealth

Trevor Lagerwerf

Wealth Advisor, Aviso Wealth

Debbi Tonnies

Wealth Advisor, Aviso Wealth