Richard Pennington

As a life-long banker, I’ve spent over 27 years in the Financial Services industry, working in a variety of roles, from Investments to Executive at one of the “Big Five” banks. I enjoy working with Meridian Credit Union, as it aligns with my personal goals and values.

I am passionate about helping my clients achieve their financial goals. My job is to create wealth for you, while minimizing risk. To do that, we’ll work together to create a sound financial plan based on your personal goals and unique circumstances. I anchor investment decisions to your financial plan to ensure you are on track for your future. I prioritize open communication to ensure I’m providing the best advice possible for your needs.

I’m very proud to hold the designations of Personal Financial Planner (PFP) and Responsible Investing Specialist (RIS). I am a firm believer in keeping up with industry knowledge through annual courses and industry readings.

At home, my wife Erin and I have a wonderful, blended family of seven. Outside of work, you will find us on the trails, running or mountain biking. We love exploring nature with the kids. Our favourite trips have been Iceland, Whistler and Tofino BC, and Algonquin Provincial Park.

I’d be happy to meet with you to go over your life’s goals and objectives. Together, we can build a concrete plan to help you achieve your financial dreams. Please reach out and let’s start a conversation.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.