Wealth Management Services

Expert advice based on your financial goals, not just our profit

Looking for a more hands-on approach to investment planning? You can trust our wealth management team to build an investment strategy that helps you reach your goals. With over $800 million in assets under management in Niagara, PenFinancial is big enough to offer state-of-the-art investment options, yet small enough to actually take the time your portfolio deserves – regardless of its size.

A solutions-based approach to financial planning. Your Advisor will get to know you and offer genuine advice based on your goals.

A team dedicated to your financial success. Aviso Wealth Management Advisors aren’t driven by commissions, so they’ll find the investments that are best for you, whether they’re Equity, Bond, Balanced, Money Market, Canadian, or International funds.

Access to a vast array of products and services, including stocks^†, bonds^†, ETFs^† and brand name mutual funds^† (including NEI, AGF, Fidelity, CI, MacKenzie, and more).

Experienced professionals with a commitment to continuous education. Our Advisors combine their knowledge with passion and integrity, so your financial dreams are in good hands.

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We work for you

Want an Investment Advisor that’s compensated for the quality of advice they give, not just their sales? Look no further. Our wealth management team is most fulfilled when you’re achieving your goals.

Personalized strategies

Some companies promote their clients sitting on multi-million dollar yachts. Your goals may be a little more simple and realistic. They’ll also be more attainable with a solid plan created with an Advisor that cares.

Ethical investing options

Build a socially responsible investment portfolio without compromising your rate of return. Some of our advisors hold the Responsible Investment Specialist designation, which can help you build wealth and a better world.

Wealth Management Team

Ready for a real conversation about your financial future?

At PenFinancial, we believe your financial plan should be tailored to you.

Get in touch with our team of highly experienced, licensed investment professionals – send us a message, book an appointment online, or call one of our branches, and a PenFinancial Advisor will reach out to help you get what you need to succeed.

Deposit insurance coverage

At PenFinancial Credit Union, eligible deposits in registered accounts have unlimited coverage through the Financial Services Regulatory Authority (FSRA).

Eligible deposits (not in registered accounts) are insured up to $250,000 through the Financial Services Regulatory Authority (FSRA).

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Note †Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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.

*Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.

Does your portfolio align with your values?

Socially responsible investing is an investment approach that considers both the financial return and the social good that a company generates. It includes selecting companies that help communities and the environment. It also excludes companies that have a negative impact. That way your investments can contribute to a better financial future for you and a better world for everyone.

All PenFinancial Financial Advisors are certified Responsible Investment Specialists. So they’re qualified to provide socially responsible investment options to align your portfolio with your values and help you build wealth by doing the right thing.

No one should have to choose between building wealth and building a better world.

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Day to Day Banking

Borrowing & Investing

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Daily Business Banking

Borrowing & Investing

Resources

Investments

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About PenFi

Wealth Management Services

Expert advice based on your financial goals, not just our profit

We work for you

Personalized strategies

Ethical investing options

Wealth Management Team

Linda Larouche

Investment Advisor, Aviso Wealth

Andrea Bove

Wealth Specialist, Aviso Wealth

Trevor Lagerwerf

Wealth Advisor, Aviso Wealth

Dariusz Szpilewski

Wealth Specialist, Aviso Wealth

Debbi Tonnies

Senior Wealth Advisor, Aviso Wealth

Ready for a real conversation about your financial future?

Deposit insurance coverage

Does your portfolio align with your values?

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