Pam Mundell, CLU®, CFP®, CHS
"My introduction to retirement income planning was working for a CERTIFIED FINANCIAL PLANNER professional who ran a busy financial advisory practice in Kingston, Ontario. Many of his clients needed help with retirement income planning and my task was to structure tax efficient retirement income.
I was hooked!! I continue to love working with clients who are planning for and approaching retirement. Retirement income planning takes into consideration all sources of income and all financial assets to create sustainable income for your lifetime."
"I began my professional career at a telco as a customer service representative working at many positions in the company, Team leader, Trainer, Quality Assurance Listener and Sales Coach, where I specialized and excelled in teaching and coaching new employees to provide world class customer service.
I have been working Investment Industry for the past 15 years, supporting Executive Team Directors, Business Owners and New Consultants and Assistants.
I am currently an Executive Assistant for Pam Mundell at Assante Financial Management Ltd. I have a passion for being part of a team sharing my expertise in client service experience and clerical processes.
In my leisure time I love spending time with friends, family and traveling."
Rajpreet (Preet) Singh
Marketing And Digital Communications
"I am determined to challenge myself to grow and expand my knowledge in the marketing industry. I look forward to being regarded as a highly motivated individual, thanks to my ideas, my thinking process, my personality, and my work ethics.
I am always inspecting new things to learn to become a highly knowledgeable individual. I have gained particular skills thanks to my experience and education which spans over two continents. To be reckoned with respect and trust is my final goal."
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