Are you comfortable with your investment and retirement goals? Do you feel comfortable talking to your advisor? Pam Katunar serves a broad range of clients who are seeking answers to these questions, but she specifically focuses on individuals who are close to retirement or retired who require conservative growth and tax-efficient income.
Her experienced approach keeps your goals and risk tolerance in mind. She will take the time to get to know you before suggesting investments, and your financial roadmap will be practical and easy-to-understand. Pam will provide financial advice that is customized to suit your priorities and your retirement plans. She is focused on listening to each client because she believes everyone’s needs and financial goals for the future are unique.
Recognizing the tremendous growth in western communities, Pam relocated to the Raymond James office in Langford. This gives clients the opportunity to be able to “drop in on your money” without the hassle of driving into Victoria. She will continue to serve Victoria clients from the Raymond James downtown Victoria location.
Contact Pam for a complimentary chat to discuss your financial concerns today!