Paula Bailey

Licensed Assistant

Contact: 613-592-2422 ext. 226

Email: paula@panoramawealth.ca

With over 25 years in the industry as a Licensed Assistant, Paula brings a wealth of experience and specialized learning to the team. As an assistant to now retied Zul Devji and Peter 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 skills. She’s 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 resides in Barrhaven with her husband.  They are both proud of their daughters who earned athletic scholarships to play soccer while attending university in the U.S.  Nicole is pursuing a career in Biomedical Engineering while Julia is continuing her studies in Physiotherapy.

Outside of work, Paula enjoys reading and music, spending time outdoors and the company of her family and friends.  She has canvassed regularly with the Arthritis Society.