Dealing Representative - Exempt Market at Pinnacle Wealth Brokers@ Pinnacle Wealth Brokers EMD
Ottawa, Ontario, Canada
Pam Stewart
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Michigan State University
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FlashIntel GPTPam Stewart is a highly experienced professional with 39.7 years of work experience in investments, finance, alternative investments, real estate, and investment properties. Based in Ottawa, Canada, she aims to help clients create financial wealth through true diversification and peace of mind. Pam is committed to providing quality asset-backed and alternative investments, offering them a diversified shelf of quality asset-backed and steady returns. She takes time to understand the best interests of her clients and their portfolios, allowing them to better match their investment options. Pam's expertise includes private market investments, RRSP, RRIF, RESP, and TFSA eligibility.
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About
My goal is to help clients create financial wealth through true diversification, and greater peace of mind, by offering my clients a diversified shelf of quality asset backed, alternative investments. I strive to help my clients invest more like the pension and institutional funds, to provide greater diversification and steadier returns. I am committed to helping my clients find the right investments that match their lifestyle, financial situation, risk level and future plans. I take time to sit down with each of my clients to understand what would be best for them and their portfolios. Private Market investments as a portion of your portfolio, can provide greater diversification by having both Public and Private investments. Our investments are RRSP, RRIF, RESP and TFSA eligible. I am a registered Private Market Specialist through Pinnacle Wealth Brokers which allows me to bring a variety of investment options to my clients so that I can better match the investment to my clients situation.
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Dealing Representative - Exempt Market at Pinnacle Wealth Brokers
Private Market Specialist
Financial Services
Pam Stewart's Professional Milestones
- Life Insurance Agent (2017-06-01~2019-02-01): Maintained excellent security by providing reliable and high-quality life insurance solutions.
- Simple Referral Agent (2010-09-01~2012-02-01): Creating compelling and effective referrals to improve client satisfaction and drive business growth.
Education
Management,
Finance,
Bachelors,
Bachelor Of Science,
Management And Finance
1979-1983Skill
Investments
Finance
Alternative Investments
Real Estate
Investment Properties
Investors
Management
Wealth
Analysis
Financial Risk
Real Estate Financing
Asset Management
Entrepreneurship
Investment Strategies
Strategic Financial Planning
Real Estate Transactions
Real Estate Development
Wealth Management
Private Equity
Real Estate Economics
Certification
Colleagues
Adam Labuik
Dealing Representative
Harry Bhullar
vice president at lendx financial inc private market specialist at pinnacle wealth brokers emd
Richard Ayotte
vp finance at pinnacle wealth brokers emd
John Opsal
owner at opsal insurance services
Deborah Workman
chief compliance officer head of administration sr executive at pinnacle wealth brokers emd
Other Named Pam Stewart
Frequently asked questions
We found 3 Pam Stewart's email addresses
We found 1 Pam Stewart's phone numbers
Pam Stewart's social media include: Linkedin,
Pam Stewart works for Pinnacle Wealth Brokers EMD
Pam Stewart's role in Pinnacle Wealth Brokers EMD is Dealing Representative - Exempt Market at Pinnacle Wealth Brokers
Pam Stewart works in the industry of Financial Services
Pam Stewart's colleagues are Adam Labuik,Harry Bhullar,Richard Ayotte
Pam Stewart's latest job experience is Dealing Representative - Exempt Market at Pinnacle Wealth Brokers at Pinnacle Wealth Brokers EMD
Pam Stewart's latest education in Michigan State University
