Wealth Management Services

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

Looking for a more hands-on approach to financial planning? You can trust the PenFinancial 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. Credential® 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).

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

Meet the Wealth Team

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. PenFi’s 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. Each PenFi Advisor is a certified Responsible Investment Specialist that can help you build wealth and a better world.

Wealth Management Team

Great your ready to talk to someone about managing your wealth!

So, you’re interested in managing your wealth with Niagara’s truly local credit union – 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 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. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.

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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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, Credential Securities

Margaret Peters

Investment Advisor, Credential Securities

Trevor Lagerwerf

Mutual Funds Investment Specialist, Credential Asset Management

Johanna Jones

Wealth Advisor

Debbi Tonnies

Wealth Advisor

Great your ready to talk to someone about managing your wealth!

Deposit insurance coverage

Does your portfolio align with your values?

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