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pwlcapital.com Open in urlscan Pro
141.193.213.10  Public Scan

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Submitted URL: http://tracker4.pwlcapital.com/
Effective URL: https://pwlcapital.com/teams/capital-team/
Submission: On May 25 via api from CA — Scanned from CA

Form analysis 3 forms found in the DOM

POST /teams/capital-team/#gf_25

<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_25" id="gform_25" action="/teams/capital-team/#gf_25" novalidate="">
  <div id="gf_page_steps_25" class="gf_page_steps">
    <div id="gf_step_25_1" class="gf_step gf_step_active gf_step_first"><span class="gf_step_number">1</span><span class="gf_step_label">About You</span></div>
    <div id="gf_step_25_2" class="gf_step gf_step_last gf_step_next gf_step_pending"><span class="gf_step_number">2</span><span class="gf_step_label">About Your Investments</span></div>
  </div>
  <div class="gform_body gform-body">
    <div id="gform_page_25_1" class="gform_page">
      <div class="gform_page_fields">
        <ul id="gform_fields_25" class="gform_fields top_label form_sublabel_below description_below">
          <li id="field_25_1" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label gfield_label_before_complex">Name<span class="gfield_required"><span
                  class="gfield_required gfield_required_asterisk">*</span></span></label>
            <div class="ginput_complex ginput_container has_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_3 ginput_container_name" id="input_25_1">
              <span id="input_25_1_2_container" class="name_prefix name_prefix_select">
                <select name="input_1.2" id="input_25_1_2" tabindex="100" aria-required="false">
                  <option value="">Title</option>
                  <option value="Mr.">Mr.</option>
                  <option value="Mrs.">Mrs.</option>
                  <option value="Miss">Miss</option>
                  <option value="Ms.">Ms.</option>
                  <option value="Dr.">Dr.</option>
                  <option value="Prof.">Prof.</option>
                  <option value="Rev.">Rev.</option>
                </select>
                <label for="input_25_1_2">Prefix</label>
              </span>
              <span id="input_25_1_3_container" class="name_first">
                <input type="text" name="input_1.3" id="input_25_1_3" value="" tabindex="101" aria-required="true" placeholder="First Name">
                <label for="input_25_1_3">First</label>
              </span>
              <span id="input_25_1_6_container" class="name_last">
                <input type="text" name="input_1.6" id="input_25_1_6" value="" tabindex="103" aria-required="true" placeholder="Last Name">
                <label for="input_25_1_6">Last</label>
              </span>
            </div>
          </li>
          <li id="field_25_2" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_25_2">Email<span class="gfield_required"><span
                  class="gfield_required gfield_required_asterisk">*</span></span></label>
            <div class="ginput_container ginput_container_email">
              <input name="input_2" id="input_25_2" type="email" value="" class="medium" tabindex="105" placeholder="email@email.com" aria-required="true" aria-invalid="false">
            </div>
          </li>
          <li id="field_25_3" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_25_3">Phone<span class="gfield_required"><span
                  class="gfield_required gfield_required_asterisk">*</span></span></label>
            <div class="ginput_container ginput_container_phone"><input name="input_3" id="input_25_3" type="tel" value="" class="medium" tabindex="106" placeholder="123-456-7890" aria-required="true" aria-invalid="false"></div>
          </li>
          <li id="field_25_5" class="gfield field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_25_5">City</label>
            <div class="ginput_container ginput_container_text"><input name="input_5" id="input_25_5" type="text" value="" class="medium" tabindex="107" placeholder="City" aria-invalid="false"> </div>
          </li>
          <li id="field_25_7" class="gfield field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_25_7">Province</label>
            <div class="ginput_container ginput_container_select"><select name="input_7" id="input_25_7" class="medium gfield_select" tabindex="108" aria-invalid="false">
                <option value="Alberta">Alberta</option>
                <option value="British Columbia">British Columbia</option>
                <option value="Manitoba">Manitoba</option>
                <option value="New Brunswick">New Brunswick</option>
                <option value="Newfoundland and Labrador">Newfoundland and Labrador</option>
                <option value="Northwest Territories">Northwest Territories</option>
                <option value="Nova Scotia">Nova Scotia</option>
                <option value="Nunavut">Nunavut</option>
                <option value="Ontario" selected="selected">Ontario</option>
                <option value="Prince-Edward Island">Prince-Edward Island</option>
                <option value="Quebec">Quebec</option>
                <option value="Saskatchewan">Saskatchewan</option>
                <option value="Yukon">Yukon</option>
              </select></div>
          </li>
          <li id="field_25_8" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_25_8">Investable Assets<span class="gfield_required"><span
                  class="gfield_required gfield_required_asterisk">*</span></span></label>
            <div class="ginput_container ginput_container_select"><select name="input_8" id="input_25_8" class="medium gfield_select" tabindex="109" aria-required="true" aria-invalid="false">
                <option value="$1,000,000 - $2,000,000">$1,000,000 - $2,000,000</option>
                <option value="$2,000,000 - $3,000,000">$2,000,000 - $3,000,000</option>
                <option value="$3,000,000 - $5,000,000">$3,000,000 - $5,000,000</option>
                <option value="$5,000,000 - $10,000,000">$5,000,000 - $10,000,000</option>
                <option value="$10,000,000 +">$10,000,000 +</option>
              </select></div>
          </li>
        </ul>
      </div>
      <div class="gform_page_footer top_label">
        <button type="button" id="gform_next_button_25_20" class="gform_next_button button uk-icon" tabindex="110"
          onclick="jQuery(&quot;#gform_target_page_number_25&quot;).val(&quot;2&quot;);  jQuery(&quot;#gform_25&quot;).trigger(&quot;submit&quot;,[true]); "
          onkeypress="if( event.keyCode == 13 ){ jQuery(&quot;#gform_target_page_number_25&quot;).val(&quot;2&quot;);  jQuery(&quot;#gform_25&quot;).trigger(&quot;submit&quot;,[true]); } " uk-icon="arrow-right">Next<svg width="20" height="20"
            viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg">
            <polyline fill="none" stroke="#000" points="10 5 15 9.5 10 14"></polyline>
            <line fill="none" stroke="#000" x1="4" y1="9.5" x2="15" y2="9.5"></line>
          </svg></button>
      </div>
    </div>
    <div id="gform_page_25_2" class="gform_page" style="display:none;">
      <div class="gform_page_fields">
        <ul id="gform_fields_25_2" class="gform_fields top_label form_sublabel_below description_below">
          <li id="field_25_9" class="gfield gfield_contains_required field_sublabel_below field_description_above gfield_visibility_visible"><label class="gfield_label" for="input_25_9">How did you hear about us?<span class="gfield_required"><span
                  class="gfield_required gfield_required_asterisk">*</span></span></label>
            <div class="ginput_container ginput_container_select"><select name="input_9" id="input_25_9" class="medium gfield_select" tabindex="111" aria-required="true" aria-invalid="false">
                <option value="Referral">Referral</option>
                <option value="YouTube - Common Sense Investing">YouTube - Common Sense Investing</option>
                <option value="Rational Reminder Podcast">Rational Reminder Podcast</option>
                <option value="Radio Advertising">Radio Advertising</option>
                <option value="Social Media">Social Media</option>
                <option value="Media and Press">Media and Press</option>
                <option value="Google">Google</option>
                <option value="Other">Other</option>
              </select></div>
          </li>
          <li id="field_25_10" class="gfield field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_25_10">Why do you want work with PWL?</label>
            <div class="ginput_container ginput_container_textarea"><textarea name="input_10" id="input_25_10" class="textarea small" tabindex="112" placeholder="How can we help you?" aria-invalid="false" rows="10" cols="50"></textarea></div>
          </li>
          <li id="field_25_17" class="gfield gfield--width-full field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label gfield_label_before_complex">What are you looking for from PWL? Check all that
              apply</label>
            <div class="ginput_container ginput_container_checkbox">
              <ul class="gfield_checkbox" id="input_25_17">
                <li class="gchoice gchoice_25_17_1">
                  <input class="gfield-choice-input" name="input_17.1" type="checkbox" value="Better investment performance" id="choice_25_17_1" tabindex="113">
                  <label for="choice_25_17_1" id="label_25_17_1">Better investment performance</label>
                </li>
                <li class="gchoice gchoice_25_17_2">
                  <input class="gfield-choice-input" name="input_17.2" type="checkbox" value="Investment philosophy" id="choice_25_17_2" tabindex="114">
                  <label for="choice_25_17_2" id="label_25_17_2">Investment philosophy</label>
                </li>
                <li class="gchoice gchoice_25_17_3">
                  <input class="gfield-choice-input" name="input_17.3" type="checkbox" value="Financial planning" id="choice_25_17_3" tabindex="115">
                  <label for="choice_25_17_3" id="label_25_17_3">Financial planning</label>
                </li>
                <li class="gchoice gchoice_25_17_4">
                  <input class="gfield-choice-input" name="input_17.4" type="checkbox" value="Estate planning" id="choice_25_17_4" tabindex="116">
                  <label for="choice_25_17_4" id="label_25_17_4">Estate planning</label>
                </li>
                <li class="gchoice gchoice_25_17_5">
                  <input class="gfield-choice-input" name="input_17.5" type="checkbox" value="Tax planning" id="choice_25_17_5" tabindex="117">
                  <label for="choice_25_17_5" id="label_25_17_5">Tax planning</label>
                </li>
                <li class="gchoice gchoice_25_17_6">
                  <input class="gfield-choice-input" name="input_17.6" type="checkbox" value="Insurance planning" id="choice_25_17_6" tabindex="118">
                  <label for="choice_25_17_6" id="label_25_17_6">Insurance planning</label>
                </li>
                <li class="gchoice gchoice_25_17_7">
                  <input class="gfield-choice-input" name="input_17.7" type="checkbox" value="Other" id="choice_25_17_7" tabindex="119">
                  <label for="choice_25_17_7" id="label_25_17_7">Other</label>
                </li>
              </ul>
            </div>
          </li>
          <li id="field_25_18" class="gfield gfield--width-full field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_25_18">Please specify</label>
            <div class="ginput_container ginput_container_text"><input name="input_18" id="input_25_18" type="text" value="" class="large" tabindex="120" aria-invalid="false"> </div>
          </li>
          <li id="field_25_19" class="gfield gfield--width-full field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label">How do you currently manage your investments?</label>
            <div class="ginput_container ginput_container_radio">
              <ul class="gfield_radio" id="input_25_19">
                <li class="gchoice gchoice_25_19_0">
                  <input name="input_19" type="radio" value="I have never invested before" id="choice_25_19_0" tabindex="121">
                  <label for="choice_25_19_0" id="label_25_19_0">I have never invested before</label>
                </li>
                <li class="gchoice gchoice_25_19_1">
                  <input name="input_19" type="radio" value="I manage my own investment portfolio" id="choice_25_19_1" tabindex="122">
                  <label for="choice_25_19_1" id="label_25_19_1">I manage my own investment portfolio</label>
                </li>
                <li class="gchoice gchoice_25_19_2">
                  <input name="input_19" type="radio" value="I use a Robo advisor" id="choice_25_19_2" tabindex="123">
                  <label for="choice_25_19_2" id="label_25_19_2">I use a Robo advisor</label>
                </li>
                <li class="gchoice gchoice_25_19_3">
                  <input name="input_19" type="radio" value="I work with a financial advisor" id="choice_25_19_3" tabindex="124">
                  <label for="choice_25_19_3" id="label_25_19_3">I work with a financial advisor</label>
                </li>
                <li class="gchoice gchoice_25_19_4">
                  <input name="input_19" type="radio" value="I have accounts with more than one financial advisor" id="choice_25_19_4" tabindex="125">
                  <label for="choice_25_19_4" id="label_25_19_4">I have accounts with more than one financial advisor</label>
                </li>
              </ul>
            </div>
          </li>
          <li id="field_25_13" class="gfield field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label gfield_label_before_complex">Subscribe to the Rational Reminder Newsletter.</label>
            <div class="ginput_container ginput_container_checkbox">
              <ul class="gfield_checkbox" id="input_25_13">
                <li class="gchoice gchoice_25_13_1">
                  <input class="gfield-choice-input" name="input_13.1" type="checkbox" value="Yes, I want to subscribe to the Rational Reminder Newsletter." id="choice_25_13_1" tabindex="126">
                  <label for="choice_25_13_1" id="label_25_13_1">Yes, I want to subscribe to the Rational Reminder Newsletter.</label>
                </li>
              </ul>
            </div>
          </li>
          <li id="field_25_11" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
            <div class="ginput_container ginput_container_text"><input name="input_11" id="input_25_11" type="hidden" class="gform_hidden" aria-invalid="false" value="https://pwlcapital.com/teams/capital-team/"></div>
          </li>
          <li id="field_25_12" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
            <div class="ginput_container ginput_container_text"><input name="input_12" id="input_25_12" type="hidden" class="gform_hidden" aria-invalid="false" value="24/05/2022"></div>
          </li>
          <li id="field_25_14" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
            <div class="ginput_container ginput_container_text"><input name="input_14" id="input_25_14" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
          </li>
          <li id="field_25_15" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
            <div class="ginput_container ginput_container_text"><input name="input_15" id="input_25_15" type="hidden" class="gform_hidden" aria-invalid="false" value="passmore_felix"></div>
          </li>
          <li id="field_25_16" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
            <div class="ginput_container ginput_container_text"><input name="input_16" id="input_25_16" type="hidden" class="gform_hidden" aria-invalid="false" value="contact_pwl"></div>
          </li>
        </ul>
      </div>
      <div class="gform_page_footer top_label"><button type="submit" id="gform_previous_button_25" class="gform_previous_button button uk-icon" tabindex="127"
          onclick="if(window[&quot;gf_submitting_25&quot;]){return false;}  if( !jQuery(&quot;#gform_25&quot;)[0].checkValidity || jQuery(&quot;#gform_25&quot;)[0].checkValidity()){window[&quot;gf_submitting_25&quot;]=true;}  "
          onkeypress="if( event.keyCode == 13 ){ if(window[&quot;gf_submitting_25&quot;]){return false;} if( !jQuery(&quot;#gform_25&quot;)[0].checkValidity || jQuery(&quot;#gform_25&quot;)[0].checkValidity()){window[&quot;gf_submitting_25&quot;]=true;}  jQuery(&quot;#gform_25&quot;).trigger(&quot;submit&quot;,[true]); }"
          uk-icon="arrow-left">Previous<svg width="20" height="20" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg">
            <polyline fill="none" stroke="#000" points="10 14 5 9.5 10 5"></polyline>
            <line fill="none" stroke="#000" x1="16" y1="9.5" x2="5" y2="9.52"></line>
          </svg></button> <button class="button gform_submit_button gform_button" id="gform_submit_button_25"> CONTACT US <span uk-icon="icon: chevron-double-right" class="uk-icon"><svg width="20" height="20" viewBox="0 0 20 20"
              xmlns="http://www.w3.org/2000/svg">
              <polyline fill="none" stroke="#000" stroke-width="1.03" points="10 6 14 10 10 14"></polyline>
              <polyline fill="none" stroke="#000" stroke-width="1.03" points="6 6 10 10 6 14"></polyline>
            </svg></span>
        </button> <input type="hidden" name="gform_ajax" value="form_id=25&amp;title=1&amp;description=1&amp;tabindex=100">
        <input type="hidden" class="gform_hidden" name="is_submit_25" value="1">
        <input type="hidden" class="gform_hidden" name="gform_submit" value="25">
        <input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
        <input type="hidden" class="gform_hidden" name="state_25" value="WyJbXSIsIjI3MTJlZDAyYjg4ZmQzYmE2OGU4YTE4YjAwYWE5NWU5Il0=">
        <input type="hidden" class="gform_hidden" name="gform_target_page_number_25" id="gform_target_page_number_25" value="2">
        <input type="hidden" class="gform_hidden" name="gform_source_page_number_25" id="gform_source_page_number_25" value="1">
        <input type="hidden" name="gform_field_values" value="">
      </div>
    </div>
  </div>
  <p style="display: none !important;"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_1" name="ak_js" value="1653448491243">
    <script>
      document.getElementById("ak_js_1").setAttribute("value", (new Date()).getTime());
    </script>
  </p>
</form>

POST /teams/capital-team/#gf_31

<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_31" id="gform_31" action="/teams/capital-team/#gf_31" novalidate="">
  <div class="gform_body gform-body">
    <ul id="gform_fields_31" class="gform_fields top_label form_sublabel_below description_below">
      <li id="field_31_1" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label gfield_label_before_complex">Name<span class="gfield_required"><span
              class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name" id="input_31_1">
          <span id="input_31_1_3_container" class="name_first">
            <input type="text" name="input_1.3" id="input_31_1_3" value="" tabindex="101" aria-required="true" placeholder="First Name">
            <label for="input_31_1_3">First Name</label>
          </span>
          <span id="input_31_1_6_container" class="name_last">
            <input type="text" name="input_1.6" id="input_31_1_6" value="" tabindex="103" aria-required="true" placeholder="Last Name">
            <label for="input_31_1_6">Last Name</label>
          </span>
        </div>
      </li>
      <li id="field_31_2" class="gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label screen-reader-text" for="input_31_2">Email<span class="gfield_required"><span
              class="gfield_required gfield_required_asterisk">*</span></span></label>
        <div class="ginput_container ginput_container_email">
          <input name="input_2" id="input_31_2" type="email" value="" class="medium" tabindex="105" placeholder="Email" aria-required="true" aria-invalid="false">
        </div>
      </li>
      <li id="field_31_6" class="gfield field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label screen-reader-text gfield_label_before_complex"></label>
        <div class="ginput_container ginput_container_checkbox">
          <ul class="gfield_checkbox" id="input_31_6">
            <li class="gchoice gchoice_31_6_1">
              <input class="gfield-choice-input" name="input_6.1" type="checkbox" value="YES, I want to subscribe to the Rational Reminder Newsletter" id="choice_31_6_1" tabindex="106">
              <label for="choice_31_6_1" id="label_31_6_1">YES, I want to subscribe to the Rational Reminder Newsletter</label>
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        </div>
      </li>
      <li id="field_31_3" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
        <div class="ginput_container ginput_container_text"><input name="input_3" id="input_31_3" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
      </li>
      <li id="field_31_4" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
        <div class="ginput_container ginput_container_text"><input name="input_4" id="input_31_4" type="hidden" class="gform_hidden" aria-invalid="false" value="https://pwlcapital.com/teams/capital-team/"></div>
      </li>
      <li id="field_31_5" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
        <div class="ginput_container ginput_container_text"><input name="input_5" id="input_31_5" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
      </li>
      <li id="field_31_7" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
        <div class="ginput_container ginput_container_text"><input name="input_7" id="input_31_7" type="hidden" class="gform_hidden" aria-invalid="false" value="passmore_felix"></div>
      </li>
      <li id="field_31_8" class="gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible">
        <div class="ginput_container ginput_container_text"><input name="input_8" id="input_31_8" type="hidden" class="gform_hidden" aria-invalid="false" value="subscribed_to_newsletter"></div>
      </li>
    </ul>
  </div>
  <div class="gform_footer top_label"> <button class="button gform_submit_button gform_button" id="gform_submit_button_31"> Subscribe Now <span uk-icon="icon: chevron-double-right" class="uk-icon"><svg width="20" height="20" viewBox="0 0 20 20"
          xmlns="http://www.w3.org/2000/svg">
          <polyline fill="none" stroke="#000" stroke-width="1.03" points="10 6 14 10 10 14"></polyline>
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Text Content

 * pwlcapital.com
 * FR
 * Client Login
    * PWL Wealth Centre
    * NBIN My Portfolio +

PWL Capital




CAPITAL TEAM

 * 
 * Get in touch


 * Menu
    * Get in touch

 * Get in touch



Cameron Passmore and his PWL Capital team understand that you’re looking for an
advisor you can trust, one who will help you make the right decisions about your
money and allow you to find and fund a good life.

For 25 years, PWL Capital has managed portfolios for an exclusive clientele who
are interested in securing their economic future. We manage the long-term
retirement planning and wealth management needs of successful Canadian families.

Using a transparent and scientifically sound approach, the PWL Capital team will
develop a personalized plan that protects your money and produces long-term
value.

 


CAMERON PASSMORE

EXECUTIVE CHAIRMAN, PORTFOLIO MANAGER, CIM®, FMA, FCSI

Capital Team
Cameron Passmore has been a leading advocate for evidence-based, systemic
investing for over 20 years in the Ottawa area. Today, Cameron and his team
serve a broad range of affluent clients across Canada.
Learn more


BRENDA BARTLETT

PRESIDENT, CEO

Capital Team
Brenda is President, CEO and Board Director of PWL Wealth Management Inc.  Her
career of more than 25 years, has allowed her to develop her strengths in
business performance improvement, digital marketing transformation, and leading
change.
Learn more


CLIENT RELATIONS


 * BEN WILSON
   
   ADVISOR SERVICES LEAD, ASSOCIATE PORTFOLIO MANAGER, CFP®, CIM®
   
   Capital Team
   Learn more


 * JACLYN CECEREU
   
   FINANCIAL PLANNER, INVESTMENT ADVISOR, CFP®, BCOMM.
   
   Capital Team
   Learn more


 * JORDAN TARASOFF
   
   FINANCIAL PLANNER, INVESTMENT ADVISOR, CFP®, CIM®, CIWM, CLU
   
   Capital Team
   Learn more


 * BRADY PLUNKETT
   
   CIM®, CFP®, PORTFOLIO MANAGER
   
   Capital Team
   Learn more


 * CHERYL GILLIES
   
   CIM®, PORTFOLIO MANAGER, CLIENT SERVICE SPECIALIST
   
   Capital Team
   Learn more


 * MATHIEU HUNEAULT
   
   INVESTMENT ADVISOR, FINANCIAL PLANNING ASSOCIATE
   
   Capital Team


 * PHILLIP BRIGGS
   
   FINANCIAL PLANNER, INVESTMENT ADVISOR, CFP®
   
   Capital Team


 * JORDAN CARTER
   
   CFA, CIM®, FINANCIAL PLANNING ASSOCIATE
   
   Capital Team


 * MARIA NAJERA
   
   FINANCIAL PLANNING ADMINISTRATOR
   
   Capital Team

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PRIVATE SERVICES GROUP


 * MATTHEW GOUR
   
   PRIVATE SERVICES LEAD, PORTFOLIO MANAGER, CFP®, CIM®
   
   Capital Team
   Learn more


 * LUKAS FLECK
   
   CIM®, SR. WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR
   
   Capital Team


 * ROBERT LITTLE
   
   CIM®, CFA, SR. INVESTMENT ANALYST - FAMILY OFFICE SERVICES, INVESTMENT
   ADVISOR
   
   Capital Team


 * LUC LAROCQUE
   
   WEALTH MANAGEMENT ANALYST
   
   Capital Team


 * TRAVIS FEDDEMA
   
   WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR
   
   Capital Team


 * DENISE DIXON
   
   FINANCE & TAX ANALYST
   
   Capital Team


 * HSINNY TSENG
   
   FINANCE ADMINISTRATOR
   
   Capital Team
   Learn more


 * JAMES PASSMORE
   
   WEALTH MANAGEMENT ADMINISTRATOR
   
   Capital Team


 * HAMZA BIN ARIF
   
   WEALTH MANAGEMENT ANALYST
   
   Capital Team


 * EVAN VAN GEEL
   
   WEALTH MANAGEMENT ANALYST
   
   Capital Team


 * NICHOLAS DONOVAN
   
   FINANCIAL PLANNING ASSOCIATE
   
   Capital Team


 * BRENNAN FORREST LESSARD
   
   FINANCE & TAX ANALYST, CPA
   
   Capital Team

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RESEARCH


 * BENJAMIN FELIX
   
   PORTFOLIO MANAGER, HEAD OF RESEARCH, MBA, CFA, CFP®, CIM®
   
   Capital Team
   Learn more


 * RAYMOND KERZÉRHO
   
   SENIOR RESEARCHER, HEAD, SHARED SERVICES RESEARCH, CFA
   
   Capital Team
   Learn more


 * BRADEN WARWICK
   
   WEALTH MANAGEMENT RESEARCH ASSOCIATE, PHD
   
   Capital Team

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OPERATIONS


 * PHIL CASAROTTO
   
   HEAD, OPERATIONS AND STRATEGIC PROJECTS
   
   Capital Team
   Learn more


 * FRANCESCA FRAGA
   
   MANAGER, OPERATIONS & SERVICE
   
   Capital Team


 * MATTHEW HUI
   
   TRADING ASSOCIATE, INVESTMENT ADVISOR, CIM®
   
   Capital Team


 * JACOB FLEMING
   
   MANAGER, TRADING, INVESTMENT ADVISOR, CIM®
   
   Capital Team


 * MAX VITROTTI
   
   TRADING ASSOCIATE, INVESTMENT ADVISOR
   
   Capital Team


 * LAURA SPENCER
   
   OPERATIONS ADMINISTRATOR, INVESTMENT ADVISOR, FMA
   
   Capital Team


 * KATHERINE PINEDA
   
   TEAM LEAD OPERATIONS, COMPLIANCE PROCESSES & CONTROLS
   
   Capital Team


 * OLANDA YANSEN
   
   SENIOR OPERATIONS ANALYST
   
   Capital Team


 * ANNE GRIFFITH
   
   OPERATIONS ADMINISTRATOR, INVESTMENT REPRESENTATIVE
   
   Capital Team


 * MARGRET MARTINEZ
   
   SR. OPERATIONS AND PROJECT ANALYST
   
   Capital Team


 * CZARINA DANE ESTRELLAS
   
   OPERATIONS AND COMPLIANCE AGENT
   
   Capital Team


 * LARA KHOURY
   
   SENIOR BUSINESS ANALYST
   
   Capital Team


 * BRUCE DAO
   
   OPERATIONS ANALYST
   
   Capital Team


 * JORDAN LAVALLÉE
   
   OPERATIONS ANALYST
   
   Capital Team


 * CAROLINE LAROSA
   
   OPERATIONS ANALYST
   
   Capital Team


 * NICHOLAS DANAHER
   
   OPERATIONS ADMINISTRATOR
   
   Capital Team


 * PAUL BERTRAND
   
   TRADING ASSOCIATE
   
   Capital Team

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FINANCE


 * KARINE ST. AMOUR
   
   CHIEF FINANCIAL OFFICER
   
   Capital Team
   Learn more


 * QUYNH VU
   
   FINANCE DIRECTOR
   
   Capital Team


 * AUDRA HUNWICKS
   
   ACCOUNTING TECHNICIAN
   
   Capital Team
   Learn more


 * CLAIRE ROBERGE
   
   FINANCE PROJECT MANAGER
   
   Capital Team
   Learn more


 * JEANELLE BERMEJO
   
   ACCOUNTING TECHNICIAN
   
   Capital Team

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CULTURE


 * TESSA MCGIRR
   
   LEAD, PEOPLE & CULTURE
   
   Capital Team
   Learn more


 * KADDEEM WILLIAMS BRISSETT
   
   PEOPLE AND CULTURE SPECIALIST
   
   Capital Team

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COMPLIANCE


 * KARINE DESLANDES
   
   CHIEF COMPLIANCE OFFICER, CHIEF PRIVACY OFFICER
   
   Capital Team
   Learn more


 * RUSSELL MITCHELL
   
   SENIOR COMPLIANCE OFFICER
   
   Capital Team

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TRANSITION TEAM


 * NANCY GRAHAM
   
   TRANSITION LEAD, PORTFOLIO MANAGER, PA, CA, CIM®, CFP
   
   Capital Team
   Learn more

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INFORMATION TECHNOLOGY


 * RAMI HINDIEH
   
   HEAD, DATA & BUSINESS INTELLIGENCE, MBA, P.ENG
   
   Capital Team
   Learn more


 * JULIAN GALLEGO
   
   DATA ENGINEER
   
   Capital Team


 * ALBERTO GORDO
   
   SENIOR SYSTEM AND NETWORK ADMINISTRATOR
   
   Capital Team
   Learn more


 * ANNABELLE JAMIAS
   
   IT USER SUPPORT
   
   Capital Team
   Learn more

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MARKETING


 * MARTIN DALLAIRE
   
   HEAD, MARKETING & COMMUNICATIONS
   
   Capital Team
   Learn more


 * ANGELICA MONTAGANO
   
   DIGITAL MARKETING LEAD
   
   Capital Team
   Learn more


 * MARGA ASHLEY
   
   GRAPHIC DESIGNER
   
   Capital Team


 * MATTHEW GAMBINO
   
   MULTIMEDIA SPECIALIST
   
   Capital Team


 * SANDRINE DUGRÉ
   
   DIGITAL MARKETING COORDINATOR
   
   Capital Team

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Artboard 1
IIROC AdvisorReport

MAY 24, 2016


CAMERON PASSMORE OF PWL IN GLOBE & MAIL – INVEST LIKE A TECH GAZILLIONAIRE

In Ottawa, that means handing your money to Cameron Passmore, who has attained
rock-star status at companies like Shopify thanks to his low-risk, low-cost
mantra.

READ MORE


RATIONAL REMINDER BLOG

This blog is about personal finance for Canadians, with a focus on investing and
portfolio management.

RATIONAL REMINDER PODCAST

The Rational Reminder Podcast is your weekly reality check on sensible
investing.


CONTACT THE CAPITAL TEAM


PWL Capital Team works with Canadians from coast-to-coast whose household
investable assets total $1 million or more. Get in touch with us to find out
more.

1About You
2About Your Investments
 * Name*
   TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last
 * Email*
   
 * Phone*
   
 * City
   
 * Province
   AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and
   LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward
   IslandQuebecSaskatchewanYukon
 * Investable Assets*
   $1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 -
   $5,000,000$5,000,000 - $10,000,000$10,000,000 +

Next
 * How did you hear about us?*
   ReferralYouTube - Common Sense InvestingRational Reminder PodcastRadio
   AdvertisingSocial MediaMedia and PressGoogleOther
 * Why do you want work with PWL?
   
 * What are you looking for from PWL? Check all that apply
    * Better investment performance
    * Investment philosophy
    * Financial planning
    * Estate planning
    * Tax planning
    * Insurance planning
    * Other

 * Please specify
   
 * How do you currently manage your investments?
    * I have never invested before
    * I manage my own investment portfolio
    * I use a Robo advisor
    * I work with a financial advisor
    * I have accounts with more than one financial advisor

 * Subscribe to the Rational Reminder Newsletter.
    * Yes, I want to subscribe to the Rational Reminder Newsletter.

 * 
 * 
 * 
 * 
 * 

Previous CONTACT US

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 * Name*
   First Name Last Name
 * Email*
   
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Artboard 1




Portfolio Management and brokerage services are offered by PWL Capital Inc,
which is regulated by Investment Industry Regulatory Organization of Canada
(IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and
is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and
in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not
a member of CIPF.

Copyright © 2018 All rights reserved.
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