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PenFinancial

Categories

Select a Service

  • Clock60 minutes
    FHSA (First Home Savings Account)

    Saving for your first home? PenFinancial offers the FHSA, first launched in 2023, to help you save for your first home faster.

  • Clock90 minutes - 90 minutes
    Multiple Topics

    Want to have a discussion on multiple topics (loans, advice, non-mutual fund investing) choose this service. This will ensure enough time is scheduled to discuss all your needs.

  • Clock60 minutes
    Advice

    If you’re looking for financial advice, our financial experts are able to help see the big picture and can help accomplish your goals. At PenFinancial, it’s not just about the money.

  • Clock60 minutes
    Become a Member

    Become a Member: Join Niagara’s truly local Credit Union, and make a difference in your community. Switching is easier than ever – let us handle all your pre-authorized deposits and withdrawals. Welcome to truly local banking!

  • Clock60 minutes
    Borrowing

    Buying a home? Looking to purchase your first vehicle? Finally putting that pool in the backyard that you’ve always wanted? PenFi has fantastic rates and personalized solutions to help make it happen.

  • Clock60 minutes
    Everyday Banking

    Did you know PenFi has competitive bank accounts at lower fees than the banks? And we offer some fantastic features along with it, like Interac eTransfer, a 2.00% cash back Mastercard, and more!

  • Clock60 minutes
    Investing - Terms Deposits (GICs)

    Not only does PenFi offer GIC rates that are some of the best out there, but we also have other unique solutions to help you achieve your savings goals. Come to talk to us today to find out what we can do for you.

  • Clock60 minutes
    Investing - Mutual Funds

    PenFinancial offers expert advice on a variety of mutual funds and other wealth solutions. Our mutual fund advisors are fully trained and licenced to offer a catered solution to meet your goals that matter to you.

  • Clock60 minutes
    Estates

    I understand that being an executor can be a demanding responsibility, and know the importance of having access to information & advice that can help you navigate this journey. I am here to help you navigate the task of carrying out your loved one’s final wishes expressed in their Will.

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  • Clock30 minutes
    Online Banking - 2SV (Multifactor Authentication) Assistance

    Book a meeting with an expert to assist you with your 2SV (multifactor authentication) for online banking