Meet Pam Mundell
CFP CLU CHS
Financial planner in Kingston
Overview... Pam Mundell is an Independent Investment Fund* and Insurance Advisor, helping her clients "plan a better future".
Mission Statement... My role is to help my clients create a financial plan that addresses their lifestyle needs, retirement plans and legacy goals. I'll help plan and prepare a plan to ensure that all of my client's needs and wants are meet. I work for my clients to provide the best investment and insurance solutions for each person's unique financial needs.
What keeps me busy outside of work... I have an active teenaged son, Max and I am almost always training for an upcoming race somewhere in Ontario. In addition to training for race events, I sponsor local races and am a member of the Kingston Road Runners Association.
You can reach Pam by calling 613.389.3869 x27 or at firstname.lastname@example.org.
Helping you obtain financial security through careful and thoughtful asset management.
*Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. ("Investia").