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Pam KatunarFinancial Advisor Raymond James Wealth Management
I have over ten years of experience as a Financial Advisor. Before joining Raymond James, I worked at a bank owned financial services firm for over 7 years. In addition to completing many courses through the Canadian Securities Institute, I have obtained the Divorce Financial Specialist Certificate, and most recently become a Certified Professional Consultant on Aging and regularly attends the Elder Friendly Community Network meetings. In addition I host seminars on topics such as estate planning, effective charitable giving, and retirement planning. I have also designed classes and held events for women to help them become more comfortable and confidently deal with their finances.
I bring to my clients the life experience that marriage and motherhood offer. In addition to raising two children, I deal with my aging parents’ concerns in Alberta. As a result, clients readily relate to the practical wisdom behind my recommendations.
Clients looking for a conservative approach to investing with personalized service should give me a call. I am practical, honest, and strive to be easy-to-understand. I tend to work with widows, retired or pre-retired individuals who need tax-efficient income and yet need some growth in their investments. I take a very holistic approach in helping my clients. I believe strongly in education and host a number of seminars throughout the year on relevant topics for my clients. I am licensed to sell stocks, bonds, mutual funds, GIC’s, segregated funds as well as life, disability, critical illness and long-term care insurance. I also do financial plans.
Have these questions been on your mind lately?
•Is your retirement plan is on track to meet your unique goals?
•Are your investments structured in a tax-efficient way?
•Does your family have estate plans in place?
•Do your parents require additional assistance and planning for their investments?
•Do you feel comfortable talking about your concerns with your advisor?
•Would you prefer to deal with a female advisor who has a full compliment of life experience?
Specialties:Income Specialist; Retirement Strategist; Divorce Financial Specialist; also specializes in unique needs of female investors and widows.
963 Langford Parkway Suite 211 Victoria BC V8B 0A5