Meet Pam Mundell

Financial planner in Kingston

Overview... Pam Mundell is an Independent Investment Fund* and Insurance Advisor, helping her clients "plan a better future".

Pam is a Certified Financial Planner and licensed with the Financial Services Commission of Ontario, the Financial Planners Standard Council and the Ontario Securities Commission.

Pam also hold the CLU, which is the Chartered Life Underwriter professional designation and also the CHS, which is the Certified Health Insurance Specialist.

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 613.417.7117 or at

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").
Insurance products are provided through multiple insurance carriers. Investia privacy policy.



©2017 Pam Mundell   |   photography: Robby Breadner,   |   splash:
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