Founded in 1982 by David Penney, D. A. Penney Financial Group Inc. is a financial services firm dedicated to helping clients achieve their financial goals through comprehensive and personalized strategies. The company focuses on building long-term client relationships based on trust and integrity. Their core services encompass financial planning for various life stages, including retirement and estate planning, as well as investment management and insurance solutions, operating in association with Carte Wealth Management Inc.

Founded in

Canada