The Penner Wealth Management Team is a four person Wealth Management team based in Edmonton, AB. We are proud to be working with the Servus Wealth Strategies and Credential Securities. For over 20 years, the Penner Wealth Management Team has served individuals, families, and institutions looking for prudent wealth management and truly impartial financial advice.
We are guided by three key partnership values, that makes for a top tier client experience:
Approachability - As your financial partner, we ensure you feel comfortable being honest about your hopes/fears/questions.
Dependability - As your financial partner, the work you outsource to us will be completed in a timely manner, and without the need for follow up.
Sincerity - As your financial partner, we ensure we are always forthright, honest, and care for your finances as we would our own.