At PenFinancial, all our Members are VIPs. PenFinancial Advisors don’t work for commission. They work for you and are here for the happy conversations, and the hard ones too. Whether you need a hand making a plan, changing course or simply staying on track, they can help you find the right investment solutions to suit your financial needs and goals.
More than just GICs and savings accounts, PenFi provides access to solutions for long or short term investments, whether you want to try trading stocks or something with a more predictable return. Even if you have no idea what ETFs or Mutual Funds* are, Aviso Wealth Advisors can help you navigate the markets.
The wealth management team, through Aviso Wealth or Aviso Financial Inc., works without commission and takes a solutions-based approach to investment planning. Whether it’s investing in mutual funds, bonds, GICs, or a mix of them all, you can be sure you’ll receive advice that's genuine and based on your goals, not just our bottom line.
Robo investing is a fancy buzz-word but it’s also a simple, low-cost solution to investing. Your unique strategy is based on a profile you complete and your portfolio is run by an algorithm tailored to your profile. Best of all, with Qtrade Guided Portfolios® you can still meet with an Advisor about your investments.
Qtrade Direct Investing® has been ranked Canada’s best online broker. With this easy-to-use online and mobile trading platform, 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. Take charge of your investments today.
Your investment portfolio should reflect your goals. Socially responsible investments offer you a chance to also align your portfolio with your values. By selecting companies that improve our communities and care for our environment, and by excluding companies that have a negative impact, we can offer investments that contribute to a better financial future for you, and a better world for everyone.
Every PenFinancial Wealth Advisor is a certified Responsible Investment Specialist here to help you build wealth by doing the right thing.
PenFinancial Niagara Shares are a unique opportunity to invest in your truly local credit onion and make an impact that’ll last a lifetime.
Learn about Niagara Shares
Our Truly Local Commitment is the heart and soul of our philosophy, where we believe the prosperity of our Members and our community go hand in hand. We commit a portion of our profits to support truly local initiatives, a living wage is our minimum wage, and we are a Certified B Corporation – just a few ways we are invested in our community.
