Pam brings a wealth of experience guiding Canadians through all stages of their financial journey. She helps individuals and families build personalized savings and investment plans to achieve long-term goals such as a well-prepared retirement and funding their children's post-secondary education. Beyond traditional planning, Pam also works closely with small business owners to address their unique financial needs, including tax-efficient investment strategies and preserving business assets. Her knowledge extends to retirement income planning, where she helps clients transition from wealth accumulation to sustainable income streams that support their lifestyle in retirement. With a client-focused approach, Pam provides tailored strategies designed to balance growth, resilience and confidence. Visit www.assante.com/legal for important legal and regulatory disclosures
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Financial PlannerRetirement Income PlanningAs an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
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Financial Planner
Pam brings a wealth of experience guiding Canadians through all stages of their financial journey. She helps individuals and families build personalized savings and investment plans to achieve long-term goals such as a well-prepared retirement and funding their children's post-secondary education. Beyond traditional planning, Pam also works closely with small business owners to address their unique financial needs, including tax-efficient investment strategies and preserving business assets. Her knowledge extends to retirement income planning, where she helps clients transition from wealth accumulation to sustainable income streams that support their lifestyle in retirement. With a client-focused approach, Pam provides tailored strategies designed to balance growth, resilience and confidence. Visit www.assante.com/legal for important legal and regulatory disclosures
Please join me at our next Retirement income Planning workshop. This workshop will help you determine the best choices for your unique circumstances to ensure a successful retirement. You will have knowledge and resources to: - Structure your retirement income to provide sustainable income for life - Determine how and when to convert your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) - Help you determine the best time to start Canada Pension Plan (CPP) income and Old Age Security (OAS) benefits - Structure a tax efficient retirement income stream Please join us Wednesday October 15, 2025 at The Sanctuary, 221 Queen Street, Kingston from 5 pm to 6:30 pm. Space is limited. To reserve your spot please contact Kiley Patrick at kpatrick@assante.com Ph: 613-888-7117 Email: pmundell@assante.com or kpatrick@assante.com
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
