After 20 years in the financial industry and mentoring with top traders, investment experts, leading advisors and strategists at Scotiawealth and Scotiabank, I launched my own investment advisory and family practice in 2019, as an IIROC licensed Financial Advisor at Edward Jones.
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
I partner with my clients to understand what's important to them, their family, and their specific situation. I use an established process so they understand what is required in order to achieve their financial goals - preparing for retirement, living in retirement, preparing for the unexpected, and education savings. I take the time to explain what we are doing and why. Through the years, we partner together for the long-term to ensure that they stay on track. A financial strategy must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s post-secondary education or planning for retirement.
A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial strategy must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
I have been blessed to have met my husband and partner in life 20 years ago, we have travelled the globe and have enjoyed island life together, fortunate to have raised our little family including our two lovely daughters now in Junior school. As a family we enjoy travelling, music, art and exploring our world together.
Contact me for a complimentary consultation and a second opinion.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Employee Stock Options
- Wealth Protection Strategies
- Business Owner Considerations
- Socially Conscious Investing
My Personal Interests
- Art & Theater
- Active Lifestyle
Phone NumberPamela Zwicky at (250) 658-4665
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