Welcome to Redefining Success! Pam’s move to Dundee Goodman Private Wealth signals an exciting new direction for her wealth management practice.
Once the age of 50 milestone has been passed people start thinking differently about their lives, accomplishments, successes and challenges. We begin to reflect on where we were and where we’d like to be. Often this self-awareness opens up more questions and identifies changes to be made in order to achieve the things we want in this next stage of life.
Redefining Success is all about helping with the transitions we go through as we become more successful and more mature. Pam uses her 33 plus years’ experience in the Investment business to the best advantage of her clients. What makes Redefining Success unique is Pam’s willingness to bring her life wisdom and experience into the conversation with you and provide meaningful game plans and connections that will move you towards a life that you define for yourself on your own terms in all areas, not only financial.
Pam has worked as an Investment Advisor since 1982 and a Portfolio Manager since 1998 in the investment industry managing conventional brokerage accounts and discretionary managed portfolios. She is a Fellow of the Canadian Securities Institute (FCSI) and is Canadian Investment Management (CIM™) designated. She is notably a woman with a lifetime of experience that you can draw upon to augment your thought and planning process.