Paula Bailey

Licensed Assistant

Contact: 613-592-2422 ext. 226

Email: paula@panoramawealth.ca

With over 30 years in the industry as a Licensed Assistant, Paula brings a wealth of experience and specialized learning to the team. As a member of the Mundy Team including advisors Peter Mundy and his son, Stephen Mundy, she prepares materials and gathers data for client meetings, along with client communications, business processing and maintaining records of client transactions.

  Immediately after earning her Bachelor of Business Management (Finance) from Ryerson University, Paula added her mutual fund license to her accreditations. She has worked in the wealth management field ever since.

 Paula continually attends industry workshops and seminars to hone her skills so she is prepared to knowledgeably respond to client queries. Since Paula helps keep everything to do with your account accurate and up-to-date, you can contact her anytime with account questions.

  Paula is a long-time resident of Barrhaven and maintains a home there along with her husband.  She enjoys travel, reading, music and spending time outdoors as well as the company of her family and friends.