Lorne provides honest, straightforward financial advice to his clients. Many years of experience as an Investment Advisor with a major international investment firm, as well as Credential Securities, have given him the expertise to deal with your unique financial situation.

Whether you are a novice or an experienced individual looking to improve your portfolio, Lorne will provide the time, service and sound advice needed to tailor an approach to meet your investment needs and objectives. As a salaried Investment Advisor, Lorne provides unbiased advice so that proposed solutions are in your best interest.

Originally from Edmonton, Lorne worked and traveled extensively around the globe before returning to the city he calls home. When not working or spending time with his family, he can be found volunteering with Rotary International, Junior Achievement and other various community organizations.

Stan Penner is an experienced investment professional who has been helping clients meet their investment goals since 1996. Stan has spent fifteen years in the financial services field and has been with Servus Credit Union since 2002. As a salaried Investment Advisor, Stan prepares investment plans, and designs and monitors portfolios for clients with a wide range of risk tolerances. As a Credential Securities Inc. Investment Advisor, Stan is making his expertise available to members looking for investment advice and brokerage services.

Holding both the Chartered Financial Analyst and Certified Financial Planner designations, Stan has a strong commitment to personal education. Stan is also a Fellow of the Canadian Securities Institute. An Edmonton native, Stan holds a Bachelor of Commerce degree from the University of Alberta. He is active in the community and donates his time to assist the Glenrose Hospital Foundation. As well, he and his wife regularly participate in local events and charitable fundraisers.

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