Let’s get serious about investing your money

(We can be serious, you know)
Connect with an advisor

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.

Investment | PenFinancial Credit Union

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.

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I’d like an advisor managing my investments

Wealth Management

Working without commission, the PenFinancial Wealth Management team takes a solutions-based approach to financial planning. Whether it’s investing in mutual funds, bonds, GICs, or a mix of them all, you can be assured that the advice you’re receiving is genuine and based on your goals, not our bottom line,

I’m curious about this robo investing thing

VirtualWealth®

Robo investing is a fancy buzz-word, but is meant to be a simple, low cost solution to investing. Your unique strategy is based on a profile you complete and is run by an algorithm tailored to your profile. Best of all, with PenFi VirtualWealth you can still meet with an advisor about your investments.

I got this, I want a DIY solution

Qtrade

Qtrade is Canada’s best online broker as ranked by the Globe and Mail. The platform lets you take care of your own investing in stocks, mutual funds, bonds, and ETFs with commissions ranging from $6.95 to a maximum of $8.75.

Disclaimer
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.

Ready to connect with an advisor?

(Shhhwing!, of course you are!)

So, you’re interested in investing with Niagara’s Truly Local Credit Union – send us a message, book an appointment online, or call one of our 8 branches, and we’ll have an advisor reach out to help you hit your financial goals.

DICO NOW INSURES CREDIT UNION DEPOSITORS UP TO $250,000!
(The banks only offer $100,000 protection. Just sayin’.)

Banking at PenFi is not just about the money.

It’s about financial solutions that generate prosperity for you and your community.