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.
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
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.
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).
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.