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 $80 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.