Let’s get serious about investing your money
Expert advice focused on you, not our profit
At PenFinancial, all our Members are VIPs. We’re not about the balance of your chequing account, or treating new money differently than loyalty. Our advisors are all about helping you find the right investment solutions to suit you and your financial goals… whatever it is that you’re saving for.
More than just GIC’s and savings accounts, we offer solutions for long or short term investments, whether you want to try out trading stocks or something with a more predictable return. Even if you have no idea what an ETF or a Mutual Fund is, PenFi and Credential advisors can help you navigate the waters.
Investing in Niagara starts with helping our Members do the most with their money.
What’s your investment style?
Whether you’re an armchair investment banker or want to test the market waters for the first time, our advisors are happy to help you find the investment strategy to make your money work for you – and will be with you every step of the way, if you want. PenFinancial and Credential advisors are serious about your money, because it’s serious business.
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. VirtualWealth is a trade name of Credential Qtrade Securities Inc.
(The banks only offer $100,000 protection. Just sayin’.)