Our Clients

We are proud to serve a wide range of clients throughout Alberta. We assess prospective clients using a $500,000 of investable assets as a guideline. Investable assets are just one aspect that we consider as we meet to explore your needs and collaboratively determine if our group is well positioned to support you. If we are a holistic good fit - rapport, clear ability for us to add value, match of investment philosophy - we will continue to move forward in assisting you.

Wherever you are going - go with confidence

A word on Fees

Early in the communication process with prospective clients we are transparent about our fee structure. This ensures that clients are aware of all fees before committing to proceed. The Penner Wealth Management team takes pride in being very competitive in the market on pricing.