Penner Wealth Management
The Penner Wealth Management Team with Credential Securities, creates peace-of-mind for clients by crafting carefully considered, customized financial plans and investment portfolios for each unique client. We strive to create a welcoming, down to earth wealth management experience that will leave you feeling confident about your financial future.
Our Values
Approachability Dependability Sincerity
We are here to help you discover financial peace of mind.
Areas of Expertise
-
Financial Planning
Your roadmap to your financial goals
-
Portfolio Construction
Investment portfolio as unique as you
-
Retirement Planning
Income mapping and estate planning
-
Post-Secondary Planning
Strategies to develop a university fund
-
Tax Planning
Lower your tax bill today and in the future
-
Insurance Planning
Protection against life’s inevitable risks
Meet the Team
The Penner Wealth Management Team - Stan, Brenda, Connie and Josh - are dedicated to advancing the financial wellness of our clients. We have helped hundreds of hard-working Canadians to achieve retirement, education, and generational wealth.
Each team member have spent their careers in financial services and brings top-tier industry financial analysis, financial planning, and insurance education. We take a personalized approach to building a portfolio custom to you. We do not use a constrained product shelf of proprietary investment products - we recommend products from the largest banks and financial institutions with an emphasis on what is right for you.
When we work together you can expect a down-to-earth group of professionals who are dedicated to working hard for your business and leaving ego at the door. We would love to chat to see if we would make a good fit.