Pam Mundell, Financial Planner at Assante Financial Management Ltd.

Pam Mundell, Financial Planner at Assante Financial Management Ltd. Pam brings a wealth of experience in guiding Canadians through all stages of their financial journey.

She helps individuals and families build personalized savings and investment plans to achieve long-term goals.

03/17/2026

💐 YOU’RE INVITED! 💐
✨ Take control of your financial future! Join us for an empowering Financial Planning for Women Workshop designed to help women make smarter, more confident financial decisions.
During this engaging session, you’ll learn how to:
✔ Build a personalized savings and investment plan for your long-term goals
✔ Explore and understand different investment options
✔ Learn about RRSPs and how they support retirement planning
✔ Discover how TFSAs can help grow your investments tax-free
✔ Create a clear financial plan for long-term financial wellbeing
👩‍💼 Hosted by:
Pam Mundell, CFP®, CLU®, CHS
CI Assante Wealth Management Ltd.
📅 Date: March 18th, 2026
⏰ Time: 5:00 PM – 6:00 PM
📍 Location: Sanctuary Coworking
221 Queen St., Kingston, ON
📞 Phone: 613-888-7117
⚠️ Space is limited! Reserve your spot today.
📧 RSVP:
[email protected]
[email protected]
Come learn, connect, and take the next step toward financial confidence! 💼📈

11/27/2025
Financial Literacy in Happy Valley-Goose Bay, Labrador
11/27/2025

Financial Literacy in Happy Valley-Goose Bay, Labrador

Thank you Labrador North Chamber of Commerce for organizing our Retirement Income Planning workshop.
11/27/2025

Thank you Labrador North Chamber of Commerce for organizing our Retirement Income Planning workshop.

10/14/2025
I'm excited to announce that Kiley Patrick has joined my team at Assante Wealth Management as Administrative Assistant. ...
09/24/2025

I'm excited to announce that Kiley Patrick has joined my team at Assante Wealth Management as Administrative Assistant. Kiley brings strong client communication skills to my business and together, we look forward to strengthening our capacity to deliver exceptional service to our clients.

Plan a better futureRegular contributions to your Registered Retirement Savings Plan (RRSP) are one of the best options ...
02/29/2024

Plan a better future

Regular contributions to your Registered Retirement Savings Plan (RRSP) are one of the best options to help Canadians invest and prepare for a financially successful retirement. Don’t miss the opportunity to reduce your 2023 taxable income!!

Don’t miss the February

Image credits to Josephine Matyas

Got your T4 slip yet?See box 22 at the top right. That’s income tax deducted. Do you want some of that back? Make a Regi...
02/19/2024

Got your T4 slip yet?

See box 22 at the top right. That’s income tax deducted. Do you want some of that back? Make a Registered Retirement Savings Plan (RRSP) contribution. Don’t miss the opportunity to reduce your 2023 taxable income.

Save for a better future!! RRSP deadline is February 29, 2024!!

Image credits to Josephine Matyas

Don't miss the opportunity to show your spouse how much you love them this Valentine's Day❤️.Contributions to a Spousal ...
02/14/2024

Don't miss the opportunity to show your spouse how much you love them this Valentine's Day❤️.

Contributions to a Spousal RRSP will help equalize income in retirement and give the higher-income spouse the tax deduction.

The Limestone Race Weekend was a huge success and a fun experience for everybody! The Limestone Race Weekend is the larg...
05/10/2023

The Limestone Race Weekend was a huge success and a fun experience for everybody!

The Limestone Race Weekend is the largest annual running event in Kingston, which takes place on the last weekend of April, and I had the honour of participating as a race pacer.

A race pacer is someone who usually carries a sign highlighting a specific competition time for a race and often can run split times.

Address

Suite 101-1479 John Counter Boulevard
Kingston, ON
K7MJ73

Alerts

Be the first to know and let us send you an email when Pam Mundell, Financial Planner at Assante Financial Management Ltd. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share