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.
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