If you’re interested in commuting your GM pension, we’re offering cash back on the pension lump sum you invest with PenFinancial Wealth Management.¹ Beyond the cash back, PenFinancial is proud to offer professional investment advice on a commission-free basis. Investments are always tailored to your risk profile, and full transparency is always top of mind. This is just some of the ways that makes PenFinancial different from the other guys.
Refer a GM colleague, and if they invest the funds with one of our Investment Advisors, you BOTH receive $25 for every $25,000 invested under PenFinancial Wealth Management.
PenFinancial Credit Union is a values-based financial co-operative committed to transforming how banking is done, so we can improve the lives of our members and strengthen the communities we serve.
We serve over 20,000 Members in Niagara and Haldimand County, with branches in St. Catharines, Welland, Niagara Falls, Fonthill, Fort Erie and Dunnville.
Valid on new product activations only.
1 Cash back deposited into Member’s PenFinancial bank account 90 days after pension lump sum is invested with PenFinancial Wealth Management. Investments must still be managed with PenFinancial Wealth Management at that time.
This program is subject to change at any time.