www.pwlcapital.com
Open in
urlscan Pro
141.193.213.10
Public Scan
Submitted URL: https://tracker4.pwlcapital.com/
Effective URL: https://www.pwlcapital.com/teams/capital-team/
Submission: On July 16 via automatic, source certstream-suspicious — Scanned from CA
Effective URL: https://www.pwlcapital.com/teams/capital-team/
Submission: On July 16 via automatic, source certstream-suspicious — 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" data-formid="25" novalidate="" class="uk-form">
<div id="gf_page_steps_25" class="gf_page_steps uk-tab" uk-tab="true">
<div id="gf_step_25_1" class="gf_step gf_step_active gf_step_first uk-active"><span class="gf_step_number uk-badge" aria-expanded="true">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 uk-badge" aria-expanded="false">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 " data-js="page-field-id-1">
<div class="gform_page_fields">
<ul id="gform_fields_25" class="gform_fields top_label form_sublabel_below description_below validation_below">
<li id="field_25_1" class="gfield gfield--type-name gfield--input-type-name gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_1"><label class="gfield_label gform-field-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 ginput_container--name has_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_3 ginput_container_name gform-grid-row uk-grid uk-grid-small uk-child-width-expand@s"
id="input_25_1" uk-grid="true">
<span id="input_25_1_2_container" class="name_prefix name_prefix_select gform-grid-col gform-grid-col--size-auto uk-first-column">
<select name="input_1.2" id="input_25_1_2" tabindex="100" aria-required="false" class="uk-select">
<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" class="gform-field-label gform-field-label--type-sub ">Prefix</label>
</span>
<span id="input_25_1_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_1.3" id="input_25_1_3" value="" tabindex="101" aria-required="true" placeholder="First Name" class="uk-input">
<label for="input_25_1_3" class="gform-field-label gform-field-label--type-sub ">First</label>
</span>
<span id="input_25_1_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_1.6" id="input_25_1_6" value="" tabindex="103" aria-required="true" placeholder="Last Name" class="uk-input">
<label for="input_25_1_6" class="gform-field-label gform-field-label--type-sub ">Last</label>
</span>
</div>
</li>
<li id="field_25_2" class="gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_above field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_2"><label class="gfield_label gform-field-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 uk-input" tabindex="105" placeholder="email@email.com" aria-required="true" aria-invalid="false">
</div>
</li>
<li id="field_25_3" class="gfield gfield--type-phone gfield--input-type-phone gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_3"><label class="gfield_label gform-field-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 uk-input" tabindex="106" placeholder="123-456-7890" aria-required="true" aria-invalid="false"></div>
</li>
<li id="field_25_5" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom" data-js-reload="field_25_5">
<label class="gfield_label gform-field-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 uk-input" tabindex="107" placeholder="City" aria-invalid="false"> </div>
</li>
<li id="field_25_7" class="gfield gfield--type-select gfield--input-type-select field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_7"><label class="gfield_label gform-field-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 uk-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>
</ul>
</div>
<div class="gform_page_footer top_label">
<button type="button" id="gform_next_button_25_20" class="gform_next_button gform-theme-button button uk-icon" tabindex="109"
onclick="jQuery("#gform_target_page_number_25").val("2"); jQuery("#gform_25").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_25").val("2"); jQuery("#gform_25").trigger("submit",[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" data-js="page-field-id-20" style="display:none;">
<div class="gform_page_fields">
<ul id="gform_fields_25_2" class="gform_fields top_label form_sublabel_below description_below validation_below">
<li id="field_25_9" class="gfield gfield--type-select gfield--input-type-select field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_9"><label class="gfield_label gform-field-label" for="input_25_9">How did you hear about us?</label>
<div class="ginput_container ginput_container_select"><select name="input_9" id="input_25_9" class="medium gfield_select uk-select" tabindex="110" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">How did you hear about us?</option>
<option value="Referral">Referral</option>
<option value="YouTube">YouTube</option>
<option value="PWL Live Event (Webinar, Q&A)">PWL Live Event (Webinar, Q&A)</option>
<option value="Rational Reminder Podcast">Rational Reminder Podcast</option>
<option value="The Money Scope Podcast">The Money Scope Podcast</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_22"
class="gfield gfield--type-select gfield--input-type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_22"><label class="gfield_label gform-field-label" for="input_25_22">At PWL, we build long-term relationships with our clients through ongoing financial planning and portfolio management. Does this describe what
you are looking for?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_22" id="input_25_22" class="large gfield_select uk-select" tabindex="111" aria-required="true" aria-invalid="false">
<option value="Yes - I am looking to partner with a team that can provide quality advice over time.">Yes - I am looking to partner with a team that can provide quality advice over time.</option>
<option value="No - I would like one-time feedback and prefer to implement on my own">No - I would like one-time feedback and prefer to implement on my own</option>
</select></div>
</li>
<li id="field_25_8"
class="gfield gfield--type-select gfield--input-type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_8"><label class="gfield_label gform-field-label" for="input_25_8">How much are you looking to have managed?*<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 uk-select" tabindex="112" aria-required="true" aria-invalid="false">
<option value="under $500,000">under $500,000</option>
<option value="$500,000 - $1,000,000">$500,000 - $1,000,000</option>
<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 +">$5,000,000 +</option>
<option value="Prefer not to disclose">Prefer not to disclose</option>
</select></div>
</li>
<li id="field_25_10" class="gfield gfield--type-textarea gfield--input-type-textarea field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_10"><label class="gfield_label gform-field-label" for="input_25_10">How can we help?</label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_10" id="input_25_10" class="textarea small uk-textarea" tabindex="113"
placeholder="Help us get to know you. Let us know what you are looking for (Better Investment Performance, Financial planning, Estate Planning, Tax Planning, or other) and what is your current situation (Do you have an advisor? Robo investing? You manage your own portfolio)."
aria-invalid="false" rows="10" cols="50"></textarea></div>
</li>
<li id="field_25_13" class="gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_13"><label class="gfield_label gform-field-label gfield_label_before_complex">Subscribe to the Rational Reminder Newsletter.</label>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox uk-list" id="input_25_13">
<li class="gchoice gchoice_25_13_1">
<input class="gfield-choice-input uk-input uk-checkbox" name="input_13.1" type="checkbox" value="Yes, I want to subscribe to the Rational Reminder Newsletter." id="choice_25_13_1" tabindex="114">
<label for="choice_25_13_1" id="label_25_13_1" class="gform-field-label gform-field-label--type-inline">Yes, I want to subscribe to the Rational Reminder Newsletter.</label>
</li>
</ul>
</div>
</li>
<li id="field_25_11" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_11">
<div class="ginput_container ginput_container_text"><input name="input_11" id="input_25_11" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value="https://www.pwlcapital.com/teams/capital-team/"></div>
</li>
<li id="field_25_12" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_12">
<div class="ginput_container ginput_container_text"><input name="input_12" id="input_25_12" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value="16/07/2024"></div>
</li>
<li id="field_25_14" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_14">
<div class="ginput_container ginput_container_text"><input name="input_14" id="input_25_14" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value=""></div>
</li>
<li id="field_25_15" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_15">
<div class="ginput_container ginput_container_text"><input name="input_15" id="input_25_15" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value="passmore_felix"></div>
</li>
<li id="field_25_16" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_16">
<div class="ginput_container ginput_container_text"><input name="input_16" id="input_25_16" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value="contact_pwl"></div>
</li>
<li id="field_25_21" class="gfield gfield--type-captcha gfield--input-type-captcha field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_25_21"><label class="gfield_label gform-field-label" for="input_25_21">CAPTCHA</label>
<div id="input_25_21" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6LdY3swUAAAAAMNLbdNZHa5WnKf1i0WLExlUgJSn" data-theme="light" data-tabindex="115" data-badge="">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA" width="304" height="78" role="presentation" name="a-1do8yhcopx6c" frameborder="0" scrolling="no"
sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox allow-storage-access-by-user-activation"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6LdY3swUAAAAAMNLbdNZHa5WnKf1i0WLExlUgJSn&co=aHR0cHM6Ly93d3cucHdsY2FwaXRhbC5jb206NDQz&hl=en&v=-80zvSY9h4i8O-ocN2P5qTJk&theme=light&size=normal&cb=pjy6owjkie23"
tabindex="115"></iframe></div><textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div>
</div>
</li>
</ul>
</div>
<div class="gform_page_footer top_label"><button type="submit" id="gform_previous_button_25" class="gform_previous_button gform-theme-button gform-theme-button--secondary button uk-icon" tabindex="116"
onclick="if(window["gf_submitting_25"]){return false;} if( !jQuery("#gform_25")[0].checkValidity || jQuery("#gform_25")[0].checkValidity()){window["gf_submitting_25"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_25"]){return false;} if( !jQuery("#gform_25")[0].checkValidity || jQuery("#gform_25")[0].checkValidity()){window["gf_submitting_25"]=true;} jQuery("#gform_25").trigger("submit",[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 uk-button uk-button-primary" 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&title=1&description=1&tabindex=100&theme=legacy" class="uk-input">
<input type="hidden" class="gform_hidden uk-input" name="is_submit_25" value="1">
<input type="hidden" class="gform_hidden uk-input" name="gform_submit" value="25">
<input type="hidden" class="gform_hidden uk-input" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden uk-input" name="state_25" value="WyJ7XCIyMlwiOltcIjE0ZGQ0ZDVhZjhiY2MwYzBkZmE1MmY0YWJiMzQ5NGJiXCIsXCJlMzc1MzIxMDBkY2NjYjZhYzgxMTBjYzdhOTM4NTU4MlwiXX0iLCI2OTFlNmFhZjg5YWJhODhiYjVhMjVjNWI0ZWRjZDdiZSJd">
<input type="hidden" class="gform_hidden uk-input" name="gform_target_page_number_25" id="gform_target_page_number_25" value="2">
<input type="hidden" class="gform_hidden uk-input" name="gform_source_page_number_25" id="gform_source_page_number_25" value="1">
<input type="hidden" name="gform_field_values" value="" class="uk-input">
</div>
</div>
</div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100" class="uk-textarea"></textarea></label><input type="hidden" id="ak_js_1" name="ak_js"
value="1721121556307" class="uk-input">
<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" data-formid="31" novalidate="" class="uk-form">
<div class="gform-body gform_body">
<ul id="gform_fields_31" class="gform_fields top_label form_sublabel_below description_below validation_below">
<li id="field_31_1" class="gfield gfield--type-name gfield--input-type-name field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom" data-js-reload="field_31_1">
<label class="gfield_label gform-field-label gfield_label_before_complex">Name</label>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row uk-grid uk-grid-small uk-child-width-expand@s"
id="input_31_1" uk-grid="true">
<span id="input_31_1_3_container" class="name_first gform-grid-col gform-grid-col--size-auto uk-first-column">
<input type="text" name="input_1.3" id="input_31_1_3" value="" tabindex="101" aria-required="false" placeholder="First Name" class="uk-input">
<label for="input_31_1_3" class="gform-field-label gform-field-label--type-sub ">First Name</label>
</span>
<span id="input_31_1_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_1.6" id="input_31_1_6" value="" tabindex="103" aria-required="false" placeholder="Last Name" class="uk-input">
<label for="input_31_1_6" class="gform-field-label gform-field-label--type-sub ">Last Name</label>
</span>
</div>
</li>
<li id="field_31_2" class="gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_2"><label class="gfield_label gform-field-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 uk-input" tabindex="105" placeholder="Email" aria-required="true" aria-invalid="false">
</div>
</li>
<li id="field_31_6"
class="gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_6"><label class="gfield_label gform-field-label screen-reader-text gfield_label_before_complex"><span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_checkbox">
<ul class="gfield_checkbox uk-list" id="input_31_6">
<li class="gchoice gchoice_31_6_1">
<input class="gfield-choice-input uk-input uk-checkbox" name="input_6.1" type="checkbox" value="YES, I want to subscribe to the PWL Capital Newsletter" id="choice_31_6_1" tabindex="106">
<label for="choice_31_6_1" id="label_31_6_1" class="gform-field-label gform-field-label--type-inline">YES, I want to subscribe to the PWL Capital Newsletter</label>
</li>
</ul>
</div>
</li>
<li id="field_31_9" class="gfield gfield--type-captcha gfield--input-type-captcha gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_9"><label class="gfield_label gform-field-label" for="input_31_9">CAPTCHA</label>
<div id="input_31_9" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6LdY3swUAAAAAMNLbdNZHa5WnKf1i0WLExlUgJSn" data-theme="dark" data-tabindex="107" data-badge="">
<div style="width: 304px; height: 78px;">
<div><iframe title="reCAPTCHA" width="304" height="78" role="presentation" name="a-wf3evfqq5oe6" frameborder="0" scrolling="no"
sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox allow-storage-access-by-user-activation"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6LdY3swUAAAAAMNLbdNZHa5WnKf1i0WLExlUgJSn&co=aHR0cHM6Ly93d3cucHdsY2FwaXRhbC5jb206NDQz&hl=en&v=-80zvSY9h4i8O-ocN2P5qTJk&theme=dark&size=normal&cb=goyeaj5j1mcf"
tabindex="107"></iframe></div><textarea id="g-recaptcha-response-1" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div><iframe style="display: none;"></iframe>
</div>
</li>
<li id="field_31_3" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_3">
<div class="ginput_container ginput_container_text"><input name="input_3" id="input_31_3" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value=""></div>
</li>
<li id="field_31_4" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_4">
<div class="ginput_container ginput_container_text"><input name="input_4" id="input_31_4" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value="https://www.pwlcapital.com/teams/capital-team/"></div>
</li>
<li id="field_31_5" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_5">
<div class="ginput_container ginput_container_text"><input name="input_5" id="input_31_5" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value="https://pwlcapital.com/"></div>
</li>
<li id="field_31_7" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_7">
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_31_7" type="hidden" class="gform_hidden uk-input" aria-invalid="false" value="passmore_felix"></div>
</li>
<li id="field_31_8" class="gfield gfield--type-hidden gfield--input-type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible uk-margin-bottom"
data-js-reload="field_31_8">
<div class="ginput_container ginput_container_text"><input name="input_8" id="input_31_8" type="hidden" class="gform_hidden uk-input" 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 uk-button uk-button-primary" 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>
<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=31&title=1&description=1&tabindex=100&theme=legacy" class="uk-input">
<input type="hidden" class="gform_hidden uk-input" name="is_submit_31" value="1">
<input type="hidden" class="gform_hidden uk-input" name="gform_submit" value="31">
<input type="hidden" class="gform_hidden uk-input" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden uk-input" name="state_31" value="WyJbXSIsIjI3MTJlZDAyYjg4ZmQzYmE2OGU4YTE4YjAwYWE5NWU5Il0=">
<input type="hidden" class="gform_hidden uk-input" name="gform_target_page_number_31" id="gform_target_page_number_31" value="0">
<input type="hidden" class="gform_hidden uk-input" name="gform_source_page_number_31" id="gform_source_page_number_31" value="1">
<input type="hidden" name="gform_field_values" value="" class="uk-input">
</div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100" class="uk-textarea"></textarea></label><input type="hidden" id="ak_js_2" name="ak_js"
value="1721121556755" class="uk-input">
<script>
document.getElementById("ak_js_2").setAttribute("value", (new Date()).getTime());
</script>
</p>
</form>GET https://www.pwlcapital.com/
<form class="uk-search uk-search-large" role="search" method="get" id="searchform" action="https://www.pwlcapital.com/">
<div class="uk-margin uk-padding-small">
<div class="uk-inline">
<label for="s" class="uk-hidden" hidden="">Search this website</label>
<button type="submit" class="uk-search-icon-flip uk-icon uk-search-icon" aria-label="Submit Search" uk-search-icon=""><svg width="40" height="40" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg">
<circle fill="none" stroke="#000" stroke-width="1.8" cx="17.5" cy="17.5" r="16.5"></circle>
<line fill="none" stroke="#000" stroke-width="1.8" x1="38" y1="39" x2="29" y2="30"></line>
</svg></button>
<input id="s" class="uk-search-input" type="search" name="s" value="" placeholder="Search ..." autofocus="" aria-label="Search ...">
</div>
</div>
</form>Text Content
We value your privacy
We use cookies to enhance your browsing experience, serve personalized ads or
content, and analyze our traffic. By clicking "Accept All", you consent to our
use of cookies.
Customize Reject All Accept All
Customize Consent Preferences
We use cookies to help you navigate efficiently and perform certain functions.
You will find detailed information about all cookies under each consent category
below.
The cookies that are categorized as "Necessary" are stored on your browser as
they are essential for enabling the basic functionalities of the site. ... Show
more
NecessaryAlways Active
Necessary cookies are required to enable the basic features of this site, such
as providing secure log-in or adjusting your consent preferences. These cookies
do not store any personally identifiable data.
* Cookie
__cf_bm
* Duration
1 hour
* Description
This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
* Cookie
cookieyes-consent
* Duration
1 year
* Description
CookieYes sets this cookie to remember users' consent preferences so that
their preferences are respected on subsequent visits to this site. It does
not collect or store any personal information about the site visitors.
Functional
Functional cookies help perform certain functionalities like sharing the content
of the website on social media platforms, collecting feedback, and other
third-party features.
* Cookie
wpml_browser_redirect_test
* Duration
session
* Description
This cookie is set by WPML WordPress plugin and is used to test if cookies
are enabled on the browser.
* Cookie
_icl_visitor_lang_js
* Duration
1 day
* Description
WPML sets this cookie to store the redirected language.
Analytics
Analytical cookies are used to understand how visitors interact with the
website. These cookies help provide information on metrics such as the number of
visitors, bounce rate, traffic source, etc.
* Cookie
CLID
* Duration
1 year
* Description
Microsoft Clarity set this cookie to store information about how visitors
interact with the website. The cookie helps to provide an analysis report.
The data collection includes the number of visitors, where they visit the
website, and the pages visited.
* Cookie
_ga
* Duration
1 year 1 month 4 days
* Description
Google Analytics sets this cookie to calculate visitor, session and campaign
data and track site usage for the site's analytics report. The cookie stores
information anonymously and assigns a randomly generated number to recognise
unique visitors.
* Cookie
_gid
* Duration
1 day
* Description
Google Analytics sets this cookie to store information on how visitors use a
website while also creating an analytics report of the website's performance.
Some of the collected data includes the number of visitors, their source, and
the pages they visit anonymously.
* Cookie
_gat_UA-*
* Duration
1 minute
* Description
Google Analytics sets this cookie for user behaviour tracking.
* Cookie
_clck
* Duration
1 year
* Description
Microsoft Clarity sets this cookie to retain the browser's Clarity User ID
and settings exclusive to that website. This guarantees that actions taken
during subsequent visits to the same website will be linked to the same user
ID.
* Cookie
_ga_*
* Duration
1 year 1 month 4 days
* Description
Google Analytics sets this cookie to store and count page views.
* Cookie
_clsk
* Duration
1 day
* Description
Microsoft Clarity sets this cookie to store and consolidate a user's
pageviews into a single session recording.
* Cookie
_fbp
* Duration
3 months
* Description
Facebook sets this cookie to display advertisements when either on Facebook
or on a digital platform powered by Facebook advertising after visiting the
website.
* Cookie
SM
* Duration
session
* Description
Microsoft Clarity cookie set this cookie for synchronizing the MUID across
Microsoft domains.
* Cookie
MR
* Duration
7 days
* Description
This cookie, set by Bing, is used to collect user information for analytics
purposes.
Performance
Performance cookies are used to understand and analyze the key performance
indexes of the website which helps in delivering a better user experience for
the visitors.
* Cookie
SRM_B
* Duration
1 year 24 days
* Description
Used by Microsoft Advertising as a unique ID for visitors.
Advertisement
Advertisement cookies are used to provide visitors with customized
advertisements based on the pages you visited previously and to analyze the
effectiveness of the ad campaigns.
* Cookie
MUID
* Duration
1 year 24 days
* Description
Bing sets this cookie to recognise unique web browsers visiting Microsoft
sites. This cookie is used for advertising, site analytics, and other
operations.
* Cookie
ANONCHK
* Duration
10 minutes
* Description
The ANONCHK cookie, set by Bing, is used to store a user's session ID and
verify ads' clicks on the Bing search engine. The cookie helps in reporting
and personalization as well.
* Cookie
YSC
* Duration
session
* Description
Youtube sets this cookie to track the views of embedded videos on Youtube
pages.
* Cookie
VISITOR_INFO1_LIVE
* Duration
6 months
* Description
YouTube sets this cookie to measure bandwidth, determining whether the user
gets the new or old player interface.
* Cookie
VISITOR_PRIVACY_METADATA
* Duration
6 months
* Description
YouTube sets this cookie to store the user's cookie consent state for the
current domain.
* Cookie
yt-remote-device-id
* Duration
never
* Description
YouTube sets this cookie to store the user's video preferences using embedded
YouTube videos.
* Cookie
yt.innertube::requests
* Duration
never
* Description
YouTube sets this cookie to register a unique ID to store data on what videos
from YouTube the user has seen.
* Cookie
yt.innertube::nextId
* Duration
never
* Description
YouTube sets this cookie to register a unique ID to store data on what videos
from YouTube the user has seen.
* Cookie
yt-remote-connected-devices
* Duration
never
* Description
YouTube sets this cookie to store the user's video preferences using embedded
YouTube videos.
* Cookie
fr
* Duration
3 months
* Description
Facebook sets this cookie to show relevant advertisements by tracking user
behaviour across the web, on sites with Facebook pixel or Facebook social
plugin.
Uncategorized
Other uncategorized cookies are those that are being analyzed and have not been
classified into a category as yet.
* Cookie
_pk_id.5.7e7f
* Duration
1 year 1 month
* Description
Description is currently not available.
* Cookie
_pk_ses.5.7e7f
* Duration
1 hour
* Description
Description is currently not available.
* Cookie
libsyn-paywall-s
* Duration
1 day
* Description
Description is currently not available.
Reject All Save My Preferences Accept All
Powered by
* pwlcapital.com
* FR
* Client Login
* PWL Wealth Centre
* NBIN My Portfolio +
PWL Capital
* Learn
* Meet the Capital Team
* PWL Advisor Teams
* PWL Capital Team
* Bender, Bender & Bortolotti Team
* Peter Guay Team
* Parkyn – Doyon La Rochelle Team
* Resources & Documents
* Services
* Portfolio Management
* Financial Planning
* About Us
* Our Story
* Board of Directors and Management Team
* Careers
* Governance & Internal Controls
* Compliance
* Safe-Keeping your Assets
* Contact Us
* PWL Capital Team
* Bender, Bender & Bortolotti Team
* Peter Guay Team
* Parkyn, Doyon La Rochelle Team
*
CAPITAL TEAM
*
* Get in touch
* Menu
* Get in touch
* Get in touch
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
PWL 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
PWL 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, PORTFOLIO MANAGER, CFP®, CIM®
PWL Capital Team
Learn more
* JACLYN CECEREU
FINANCIAL PLANNER, ASSOCIATE PORTFOLIO MANAGER, CFP®, CIM
PWL Capital Team
Learn more
* JORDAN TARASOFF
FINANCIAL PLANNER, ASSOCIATE PORTFOLIO MANAGER, CFA, CFP®, CIM®, CIWM, CLU
PWL Capital Team
Learn more
* BRADY PLUNKETT
PORTFOLIO MANAGER CIM®, CFP®
PWL Capital Team
Learn more
* PHILLIP BRIGGS
ASSOCIATE PORTFOLIO MANAGER, FINANCIAL PLANNER CFP®, CIM®
PWL Capital Team
Learn more
* MELISSA LAURSEN
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR QAFP™
PWL Capital Team
* JORDAN CARTER
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR
PWL Capital Team
* MATHIEU HUNEAULT
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR CFP, CIM®
PWL Capital Team
* NICHOLAS DONOVAN
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR
PWL Capital Team
* KELLY THOMAS
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR
PWL Capital Team
* MARK MCGRATH
FINANCIAL PLANNER, ASSOCIATE PORTFOLIO MANAGER, CFP®, CIM®, CLU
PWL Capital Team
* LOUAI BIBI
FINANCIAL PLANNING ASSOCIATE, INVESTMENT ADVISOR, CFP®
PWL Capital Team
* JOEL BARWICK
FINANCIAL PLANNING ASSOCIATE, CFP®
PWL Capital Team
*
*
*
*
*
*
*
*
*
*
*
*
*
PRIVATE SERVICES GROUP
* MATTHEW GOUR
PRIVATE SERVICES LEAD, PORTFOLIO MANAGER, CFP®, CIM®
PWL Capital Team
Learn more
* ROBERT LITTLE
ASSOCIATE PORTFOLIO MANAGER - FAMILY OFFICE SERVICES, CIM®, CFA
PWL Capital Team
* LUKAS FLECK
SR. WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR, ASSOCIATE PORTFOLIO
MANAGER, CIM®
PWL Capital Team
* JUSTIN NICHOLS
INVESTMENT ANALYST, CFA
PWL Capital Team
* DENISE DIXON
FINANCE MANAGER
PWL Capital Team
* TRAVIS FEDDEMA
WEALTH MANAGEMENT ANALYST, ASSOCIATE PORTFOLIO MANAGER
PWL Capital Team
* HSINNY TSENG
FINANCE ADMINISTRATOR
PWL Capital Team
* JAMES PASSMORE
WEALTH MANAGEMENT ADMINISTRATOR , INVESTMENT ADVISOR
PWL Capital Team
* HAMZA BIN ARIF
SENIOR INVESTMENT ANALYST – FAMILY OFFICE SERVICES, CFA, ACCA
PWL Capital Team
* BRENNAN FORREST LESSARD
FINANCE MANAGER, FAMILY OFFICE SERVICES, CPA
PWL Capital Team
* MAX VITROTTI
WEALTH MANAGEMENT ANALYST, INVESTMENT ADVISOR QAFP
PWL Capital Team
*
*
*
*
*
*
*
*
*
*
*
RESEARCH
* BENJAMIN FELIX
PORTFOLIO MANAGER, HEAD OF RESEARCH, MBA, CFA, CFP®, CIM®, F.PI.
PWL Capital Team
Learn more
* RAYMOND KERZÉRHO
SENIOR RESEARCHER, HEAD, SHARED SERVICES RESEARCH, CFA
PWL Capital Team
Learn more
*
*
OPERATIONS
* LAURA SPENCER
OPERATIONS ADMINISTRATOR, INVESTMENT ADVISOR, FMA
PWL Capital Team
* LARA KHOURY
SENIOR BUSINESS ANALYST
PWL Capital Team
* FRANCESCA FRAGA
MANAGER, OPERATIONS & SERVICE
PWL Capital Team
* PHIL CASAROTTO
HEAD, OPERATIONS AND STRATEGIC PROJECTS
PWL Capital Team
* JAKE FLEMING
MANAGER, TRADING, INVESTMENT ADVISOR, CIM®
PWL Capital Team
* MATTHEW HUI
SENIOR PROCESS ANALYST, INVESTMENT ADVISOR, CIM®
PWL Capital Team
* ASHLEY CAPITANO
OPERATIONS ADMINISTRATOR
PWL Capital Team
* LUC LAROCQUE
BUSINESS ANALYST
PWL Capital Team
* PAUL BERTRAND
TRADING ASSOCIATE, INVESTMENT REPRESENTATIVE
PWL Capital Team
* KATHERINE PINEDA
TEAM LEAD OPERATIONS, COMPLIANCE PROCESSES & CONTROLS
PWL Capital Team
* ANNE GRIFFITH
ADVISOR OPERATIONS TEAM LEAD, INVESTMENT REPRESENTATIVE
PWL Capital Team
* CZARINA DANE ESTRELLAS
OPERATIONS ANALYST
PWL Capital Team
* JORDAN LAVALLÉE
OPERATIONS ANALYST
PWL Capital Team
* CAROLINE LAROSA
OPERATIONS ANALYST
PWL Capital Team
* NICHOLAS DANAHER
TRADING ASSOCIATE, INVESTMENT ADVISOR, CIM
PWL Capital Team
* CHRISTINE DOLAP
SENIOR OPERATION ANALYST
PWL Capital Team
* OLIVIA DESIATNYK
BUSINESS ANALYST
PWL Capital Team
* MAXIME JOUBERT
OPERATIONS ADMINISTRATOR
PWL Capital Team
* MARGRET MARTINEZ
SR. OPERATIONS AND PROJECT ANALYST
PWL Capital Team
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
*
FINANCE
* KARINE ST. AMOUR
CHIEF FINANCIAL OFFICER
PWL Capital Team
Learn more
* QUYNH VU
FINANCE DIRECTOR
PWL Capital Team
* AUDRA HUNWICKS
ACCOUNTING TECHNICIAN
PWL Capital Team
* CLAIRE ROBERGE
FINANCE PROJECT MANAGER
PWL Capital Team
Learn more
* JEANELLE BERMEJO
ACCOUNTING TECHNICIAN
PWL Capital Team
*
*
*
*
*
CULTURE
* TESSA MCGIRR
LEAD, PEOPLE & CULTURE
PWL Capital Team
Learn more
* KIM NGUYEN
SENIOR PEOPLE & CULTURE SPECIALIST
PWL Capital Team
* JACQUI ROSETE
OFFICE ADMINISTRATOR
PWL Capital Team
*
*
*
COMPLIANCE
* KARINE DESLANDES
CHIEF COMPLIANCE OFFICER, CHIEF PRIVACY OFFICER
PWL Capital Team
Learn more
* CHERYL GILLIES
SENIOR COMPLIANCE OFFICER, PORTFOLIO MANAGER, CIM®
PWL Capital Team
Learn more
*
*
TRANSITION TEAM
* NANCY GRAHAM
TRANSITION LEAD, CPA, CA, CFP
PWL Capital Team
*
INFORMATION TECHNOLOGY
* CELLINE BUTUEM SOARES
INTERMEDIATE SYSTEMS ADMINISTRATOR
PWL Capital Team
* BRADEN WARWICK
FINANCIAL PLANNING PRODUCT ARCHITECT PHD
PWL Capital Team
* RAMI HINDIEH
HEAD, DATA & BUSINESS INTELLIGENCE, MBA, P.ENG
PWL Capital Team
Learn more
* ALBERTO GORDO
SENIOR SYSTEM AND NETWORK ADMINISTRATOR
PWL Capital Team
*
*
*
*
MARKETING
* ABEJANE ALVAREZ
SENIOR GRAPHIC DESIGNER
PWL Capital Team
* ANGELICA MONTAGANO
HEAD OF BRAND EXPERIENCE
PWL Capital Team
Learn more
* CLARESTA RIYANTO
MARKETING & DESIGN COORDINATOR
PWL Capital Team
* KELSEY ROBICHAUD
DIGITAL MARKETING COORDINATOR
PWL Capital Team
*
*
*
*
image/svg+xml
CIRO Advisor Report
CONTACT THE PWL CAPITAL TEAM
We offer comprehensive Wealth Management services to families accross Canada.
We look forward to gaining a better understanding of your individual needs and
discuss how we can best serve you.
Please complete the form below and we will get in touch with you shortly.
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
Next
* How did you hear about us?
How did you hear about us?ReferralYouTubePWL Live Event (Webinar,
Q&A)Rational Reminder PodcastThe Money Scope PodcastSocial MediaMedia and
PressGoogleOther
* At PWL, we build long-term relationships with our clients through ongoing
financial planning and portfolio management. Does this describe what you are
looking for?*
Yes - I am looking to partner with a team that can provide quality advice
over time.No - I would like one-time feedback and prefer to implement on my
own
* How much are you looking to have managed?**
under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 -
$3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to disclose
* How can we help?
* Subscribe to the Rational Reminder Newsletter.
* Yes, I want to subscribe to the Rational Reminder Newsletter.
*
*
*
*
*
* CAPTCHA
Previous CONTACT US
Δ
SUBSCRIBE TO THE PWL CAPITAL NEWSLETTER
Get great insights and content from the Capital Team!
* Name
First Name Last Name
* Email*
* *
* YES, I want to subscribe to the PWL Capital Newsletter
* CAPTCHA
*
*
*
*
*
Subscribe Now
Δ
* PWL Capital
* Our Story
* Our Board Members
* PWL News & Events
* Careers
* Privacy and Terms of Use
* Protection of Personal Information
* Complaints
* Services
* Financial Planning
* Portfolio Management
* Our Team
* Ideas & Insights
* Advanced Investing
* Behavioural Finance
* Business Wealth
* Compliance & Governance
* DIY Investing
* Family Stewardship & Philanthropy
* Living in Retirement
* Market Research
* Personal Wealth
* Starting Out
*
*
*
image/svg+xml
Portfolio Management and brokerage services are offered by PWL Capital Inc.,
which is regulated by Canadian Investment Regulatory Organization (CIRO), 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 Regulatory Authority of Ontario
(FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors
Inc. is not a member of CIPF.
Copyright © 2022 All rights reserved.
Designed and developed by Third Wunder
* Meet the Capital Team
* PWL Advisor Teams
* PWL Capital Team
* Bender, Bender & Bortolotti Team
* Peter Guay Team
* Parkyn – Doyon La Rochelle Team
* Ideas & Insights
* Resources
* All Resources
* White Papers
* eBook
* Market Statistics
* Important Documents
* Model Portfolios
* Book recommendations
* Calculators
* Checklists
* Services
* Who We Are
* Careers
* Our Story
* Board of Directors and Management Team
* Governance & Internal Controls
* Compliance
* Safe-Keeping your Assets
* Contact Us
* PWL Capital Team
* Bender, Bender & Bortolotti Team
* Peter Guay Team
* Parkyn, Doyon La Rochelle Team
* Client Login
* PWL Wealth Centrenew
* My Portfolio +
* FR
Search this website
Notifications