Ask about investments, insurance, retirement, and estate planning.

Portfolio Manager Credential Securities

Stan has worked in the financial services industry for over 20 years. He’s not only a CFA^® charterholder but also a certified financial planner (CFP^®) and a fellow of the Canadian Securities Institute (FCSI). Investment analysis, selection from the Canadian market and portfolio management are his main focus areas. And he’ll put this expertise to work for you. He’ll get to know you and your goals to help you create an investment plan that brings you the most returns at a risk level you’re comfortable with.

Stan believes that no two clients are alike. He’ll tailor his advice to your goals using a team approach, calling on other advisors to add their expertise. He aims to create peace of mind to allow you to focus on what’s most important in your life.

Stan provides expert advice to our members. His door is always open.

Contact

Contact Stan at 780.638.7937
Stan.Penner@servus.ca

Meet the team

Connie Wong
Investment Advisor Associate
780.638.7939

Tools & resources

• IIROC Advisor Report
• Investment goal calculator
• Investor profile questionnaire