Pamela and her very capable team at RBC Dominion Securities have been handling my investments for the past 4 years. I had other investment advisors in the past but none were as capable as Pamela. Under her management, my portfolio grew significantly with above-average returns. Pamela is always on the prowl for the next best investment opportunity that will benefit her clients.
Pamela does a lot of her own investigative research to find the right opportunities before they become widely known. I learned so much about investment from Pamela as she hosts investment updates and seminars for her clients thru out the year. A million thanks to Pamela and her amazing team for doing a fantastic job in managing my portfolio. I wish I had met her sooner. Instead of working hard for money, I want money to work hard for me!!! Pamela is just the right person to make that happen.
- Henry So, REMAX Real Estate Corporation
'Peace of Mind' has been our experience since turning over our investments to you. From day one when we met with you & your team it was obvious Dominion Securities operated on a different level than our previous financial adviser.
The thorough personal planning process, which included the desires of our heart in our sunset years, is most reassuring. This is important as we love to be generous when it comes to our favourite charities.
What a relief to actually 'see' that all is within reach. The detailed financial planning printout provided by Bill Biles is particularly helpful. We especially like the 'Future Income Summary for Life' & refer to it on a regular basis.
We so appreciate the one stop financial resources you provide. Having an action plan for our wills, executor, power of attorney, trusts & exit strategies is another major contributor.
Your informative, monthly newsletter complete with your personal strategies & charts help eliminate any surprises. We loved your slogan, "be greedy when others are fearful". Being kept informed of your technical analysis makes us feel like we are also being educated.
Pamela, you are a great example of someone who is enthusiastic about her work & has definitely discovered her purpose. Thanks for our dramatic financial turn around during the past 3 years. We highly recommend you & your team to anyone if it's 'Peace of Mind' they are after
- Dorothea and Doug Rae
I had the pleasure of meeting Pamela in 1997 shortly after I joined Nesbitt Burns as Divisional Manager, working from the Vancouver Branch. My responsibilities included assisting Investment Advisors and Portfolio Managers in British Columbia with Estate Planning and related investment activities. Pamela was in her middle twenties, working hard to attract new clients to grow her practice. She kindly invited me to a number of her client meetings to speak and to answer questions on financial planning issues. From the beginning, I was struck by her maturity, business and investment knowledge and her commitment to bring the very best services and investment results to her clients. Indicative of Pamela's prowess in her field, she qualified early for the prestigious designation of Portfolio Manager, a level of qualification that only 20% of her colleagues in her firm have achieved.
For years, my wife Dianne and I talked about and planned for early retirement. In 2001, when I reached 61, we took the big step. Having served in senior management capacity, working directly with Financial Advisors in two major Canadian Securities firms, namely Midland Walwyn, as Vice President and National Manager of the Estate Planning Advisor Group, and Nesbitt Burns, as Divisional Manager, I was fully aware of the extreme importance of having a very knowledgeable, totally committed, professional to look after our retirement savings. I should point out that, if one plans to live a long time, it is tremendously advantageous to have a good financial advisor for the duration. Pamela told me that while I was not her first client, I am the one with whom she has had the longest professional working relationship. I am grateful for every year of the 13 years that I have been her client. Due to the investment results Pamela achieved in our portfolio, my wife and I look forward with enthusiasm, to the balance of our retirement.
- Joe and Dianne Van Wijk
Fed up with the lack of performance over the course of two or three years, (eg my funds were parked and not managed), previous to Pamela's tenure at my financial institution, I was on a mission to terminate my investments there. This was in 2002. Pam had recently joined and during our meeting, she convinced me to stay with the promise that she would actively manage my portfolio. This she did with great results.
When she moved to RBC Dominion Securities, there was no way I was going to leave my portfolio in the hands of an unknown advisor at the previous institution, with probably the same negligible results I had experienced before Pam took over. Switching to RBC and to Pam's excellent management was a no brainer.
Since inception at RBC, Pam and her team have achieved stellar results for my personal investments as well as my company's investments. Pam is always responsive and takes exceptional care to invest my funds according to the guidelines I set down.
I feel that her success with my investments is due to her reliability and her commitment to the highest customer service, as well as her in-depth knowledge of market conditions and available investment opportunities, no matter what state the market is in.
I don't know of anyone who is as thrilled with their investment advisor as I am with Pam. Most people are so-so about their current advisors and some of the more market-savvy investors have a better track record managing their own investments than their advisor has, which does not speak well of the many investment advisors to be found manning a desk in a bank. The best option available to get the best customer service and the dedicated attention to your investments is Pam and her team at RBC Dominion Securities.
- Joanne Kramer
Pamela, I wanted to take this time to send you a special thank you. Your attention to detail and quick response to my investment needs is unbelievable. Im so glad our family has followed you (since 2002) in your growth in the investment banking world. I also wanted to say thank you again for recommending us to RBC private banking, the service has been incredible and the attention to detail fantastic. Its amazing how fast and accurate my requests are dealt with by Janny and her team.
- Cameron Nelson. Vice President, Nelson Marketing International
When I retired ten years ago and sold my shares in a very successful Real Estate Firm, I decided that I needed to be more involved in the management of my investments, I had not paid near enough attention while working. I started taking trading and investment courses immediately and continue to take courses to this day. So when I decided to change Financial Advisors, I was looking for someone that thought the same way as I do. I wanted an Advisor that I could really communicate with. I felt that I was at a level of training and understanding that I no longer wanted Advisors that were only interested in telling me what they wanted to do with my money.
I decided to take my time and interview numerous Advisors. Pamela was only my third, we met for lunch through a mutual friend. During that lunch I was amazed that we spoke for well over an hour without once disagreeing, I knew that I had met the Advisor I was looking for and needed.
What I did not know when I met Pamela was that she would become a good friend and mentor. Pamela was aware of my background and training and took it upon herself to explain why she was making different trades and investments and she has also pointed me in the right directions in my continued education.
Pamela is a true professional and is always willing to listen and explain. It is a pleasure working with her and I always value her opinion.
- Dale Vance
