Our team

Pamela has been working in the financial field for over twenty-three years. She has teamed up with Francis Jordan in 2002 and co-managed the assets of exclusive clients. In 2018, she took over the clientele while Francis retired at the end of 2019. She now manages the assets of a magnificent clientele.
 
She attended the Université du Québec in Trois-Rivières where she obtained a Bachelor of Business Administration degree in Finance and a certificate in Accounting. She also obtained a certificate in Financial Planning through TELUQ and her diploma with the IQPF (Institut québécois de planification financière). She has her Canadian Securities Course diploma, her Financial Planner Course with the Canadian Securities Institute, her Life Insurance Certification with the Autorités des Marchés Financiers,her Wealth Management Techniques degree and is certified in Advanced Investment Advice. She is proud to be a Portfolio manager and Wealth Advisor.
 
Pamela has always been very involved in her community. From 2015 to 2019, she was the president of the Mauricie English Elementary School Foundation. She also is a member of the Chamber of Commerce and Industry of Trois-Rivières. She was part of the Bachelor of Business Administration program committee of the Université du Québec à Trois-Rivières in 2015 and 2016.  From 2004 to 2013, Pamela was president of Fondation Le Far, a foundation that helps women and children in need. She also presided  "Rendez-vous Féminins", a womens' association, from 2007 to 2008 while being on the board of directors and a member between 2005 and 2014. Pamela was also a member of "Regroupement des Femmes de Carrière de la Mauricie" from 2003 to 2014.
 
She is the proud mother of two wonderful boys. Pamela enjoys swimming, travelling and painting.