Wealth Management Services

 

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

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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. Credential Securities and Credential Asset Management Inc. 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.

Meet the Wealth TeamBook a meeting

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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.

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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.

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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

Linda Larouche
Linda Larouche
Investment Advisor, Credential Securities

905-714-1444 x1301
linda.larouche@penfinancial.com

Serving St. Catharines, Welland and Dunnville.

IIROC AdvisorReport →

Margaret Peters
Margaret Peters
Investment Advisor, Credential Securities

905-714-1444 x1302
margaret.peters@penfinancial.com

Serving Niagara Falls, Fort Erie and Fonthill.

IIROC AdvisorReport →

Trevor Lagerwerf
Trevor Lagerwerf
Wealth Advisor, Credential Asset Management Inc.

905-714-1444 x1304
trevor.lagerwerf@penfinancial.com

Serving St. Catharines and Fonthill.

Debbi Tonnies
Debbi Tonnies
Wealth Advisor, Credential Asset Management Inc.

905-714-1444 x1306
debbie.tonnies@penfinancial.com

Serving Welland and Dunnville.

 

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 are offered through Credential Asset Management Inc.
†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.

Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities 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 funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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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Learn about RIA