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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 Investor, a division of Credential Qtrade Securities Inc. VirtualWealth 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

Matt Price

BRANCH MANAGER, WELLAND

Mark Bolduc

ASSISTANT BRANCH MANAGER, WELLAND

Ibrahim Abou-Merhi

FINANCIAL ADVISOR

Stacey Barrett

FINANCIAL SERVICES SPECIALIST

Sarah Bujacz

FINANCIAL ADVISOR

Kayla Charrois

FINANCIAL SERVICES SPECIALIST

Christine Nadeau

FINANCIAL SERVICES SPECIALIST

Irene Zugic

Financial Services Specialist

Fourth Ave Branch

Chris Heckley

BRANCH MANAGER, FOURTH AVENUE

Keith Maxim

ASSISTANT BRANCH MANAGER, FOURTH AVE

Donald Austin

FINANCIAL SERVICES SPECIALIST

Raj Menghani

FINANCIAL ADVISOR

Nicolas Pasztor

Financial Services Specialist

Niagara Falls Branch

Sandra Arsenault

Branch Manager, Dorchester

Jennifer Johnston

FINANCIAL ADVISOR

Jennifer Julian

FINANCIAL SERVICES SPECIALIST

Catherine Palmer

FINANCIAL SERVICES SPECIALIST

Dunnville Branch

Dave Muirhead

BRANCH MANAGER, DUNNVILLE

Claudia Bragdon

FINANCIAL SERVICES SPECIALIST

Brennan Head

FINANCIAL SERVICES SPECIALIST

Sarah Rodger

FINANCIAL SERVICES SPECIALIST

Garrison Branch

Jamie Wittig

BRANCH MANAGER, FORT ERIE

Kyle Conahan

FINANCIAL ADVISOR

Carrie McLennan

FINANCIAL SERVICES SPECIALIST

Maureen Murphy

FINANCIAL SERVICES SPECIALIST

Fonthill Branch

Jamie Wittig

BRANCH MANAGER, Fonthill

Michaella Kallies

FINANCIAL ADVISOR

Michi Miotto

FINANCIAL SERVICES SPECIALIST

Wealth Management Team

Linda Larouche

Investment Advisor, Credential Securities

Margaret Peters

Investment Advisor, Credential Securities

Trevor Lagerwerf

Mutual Funds Investment Specialist, Credential Asset Management