Our Team

What does being wealthy mean to you?

Waking up every morning and being able and excited to do what you love doing.

What excites you about the work you do at PWL Capital?

Helping to build an independent firm with a 100-year vision of making a difference in Canadians’ financial lives.

What is something most people might not know about you?

My love for delivering great service, as a team, came from the many years I worked in a small-town butcher shop. There are many similarities between that environment and how PWL operates.

What does being wealthy mean to you?

Ownership of time.

What excites you about the work you do at PWL Capital?

It positively impacts the lives of others.

What is something most people might not know about you?

I am 6’10.

What does being wealthy mean to you?

Being wealthy means having enough. Enough time to hang out with your friends, enough health to play with your kids, enough money to be generous to the causes that are important to you. The hardest part is getting the goalposts to stop moving. That’s where we come in.

What excites you about the work you do at PWL Capital?

PWL Capital continues to punch above its weight when it comes to being an early adopter to technology where no project or the latest offerings on the IT data landscape is considered too far a stretch for the talent and vision of the firm.

What is something most people might not know about you?

I like to burn rubber on the racetrack every now and then!

What does being wealthy mean to you?

For me it means being healthy, having a loving family, friends and a job I love. It means having time to do what I like. It also means having enough money to not be anxious and having the freedom to make choices.

What excites you about the work you do at PWL Capital?

Collaborating with diverse teams and stakeholders, Contributing to the financial health of PWL, translating financial data into strategic insights, promoting a culture of financial excellence.

What is something most people might not know about you?

I am crazy about animals, I enjoy cleaning, I love going to the theater, I love snorkeling, I love junk food, I love riding roller coasters, Fan of Walt Disney.

What does being wealthy mean to you?

For me, being wealthy is striking a balance between financial comfort and emotional security.

What excites you about the work you do at PWL Capital?

Being part of a dynamic energetic team focused on positively impacting our client’s lives. PWL team members bring a varied set of skills, perspective and knowledge that makes daily tasks, project work or problem solving engaging and fun.

What is something most people might not know about you?

My wife and I hope to retire on a rural property surrounded by nice gardens and some animals.

What does being wealthy mean to you?

For me, being wealthy isn’t just about money and goals. It is about having time for special moments with family and friends, building a deep love for my wife and kids, and living a joy-filled life. Wealth is not just about dollars and cents; it is about the priceless moments that come from meaningful connections and a purposeful happy life.

What excites you about the work you do at PWL Capital?

Helping clients reach their financial goals and being part of their journey to achieve their own vision of wealth is very rewarding. At PWL, we have a culture that cares not only about giving great service to clients but also about helping our team members grow and learn. Leading a team in such a supportive and collaborative environment is a truly exceptional opportunity.

What is something most people might not know about you?

I am early riser yet I never drink coffee. Instead, I am fueled by the motivation to make the most of my day to have more time with my wife and 3 kids.

What does being wealthy mean to you?

I believe anyone can be wealthy. Wealth to me is the richness of experiences and time spent with family and friends – not a high net worth, high income or other financial metrics.

What excites you about the work you do at PWL Capital?

It is a privilege to help families manage their ever-changing lives and relationships with money. No two situations are alike, which promotes an environment of continuous curiosity and learning.

What is something most people might not know about you?

I am an avid motorcycle enthusiast. I have two Kawasaki’s; a KLR650 and a Z650RS.

What should a client expect when they first meet you?

When we meet, you’ll do most of the talking. As an advisor, I’ve learned to listen more than I speak – it’s the key to providing the personalized support and guidance clients have come to expect from us.

In your experience, what’s the best way to serve your clients?

My approach to service is simple. I take the time to understand my client’s problems and draw on all the situations I’ve encountered over the years to find the best way forward. I also use my network to the fullest extent to ensure my clients get the help they need, whether my team and I provide it or not.

What aspects of your job do you love the most?

I enjoy learning about and understanding all my client’s businesses and being a small part of their success. It’s what makes this job so enjoyable. I also love connecting good people together for their mutual benefit. I get to work with executives at the top levels of corporate Canada, tech entrepreneurs, talented artists, and so many other interesting people!

What should a client expect when they first meet you?

I want to develop long-term business relationships with clients, and that relationship-building starts at the very first meeting. I will listen to my client’s concerns and answer their financial questions.

In your experience, what’s the best way to serve your clients?

The best way to serve clients is to listen. Finances are very personal. We discuss different issues, concerns, and aspirations to help clients develop a clear strategy to reach their financial and individual objectives.

What aspects of your job do you love the most?

Client satisfaction drives me. I want to help in any way I can, no matter the issue. Happy clients are my greatest accomplishment!

What should a client expect when they first meet you?

When the client first meets me, they can expect the utmost professionalism. I strive to create an environment where they feel heard, respected, and valued.

In your experience, what’s the best way to serve your clients?

Based on my practical experience, I believe that actively listening to clients’ needs and wants is the most efficient way to serve them. In other words, making the extra effort to anticipate their requirements and deliver outstanding service may make a lasting impact. Furthermore, it is crucial to maintain transparency and confidence by advising clients about changes and updates. Client satisfaction is my goal!

What aspects of your job do you love the most?

The most satisfying component of my profession involves assisting clients and acquiring new skills. Making a difference in the lives of others or contributing to a greater cause can be incredibly rewarding. Knowing that my work matters is a significant motivator for me. Also, a positive workplace environment that fosters advancement, professional development, and skill improvement; it’s essential to feel valued and recognized.

What does being wealthy mean to you?

I like to think of being wealthy as living in abundance, and this is not strictly based on money. Wealth can come in many different forms: health, relationships, and of course financial freedom. At its core, being wealthy gives us the ability to make meaningful and fulfilling life choices that align with what makes us happy.

What excites you about the work you do at PWL Capital?

I get to work with people I really like, knowing that our expertise and our service will make their lives better.

What is something most people might not know about you?

I come from a great big mixed family with 13 aunts and uncles, too many cousins to count, a Chilean father, two Spanish brothers, and a Franco-Ontarian upbringing.

What does being wealthy mean to you?

Having time to invest in the relationships, hobbies, and work that are meaningful to me.

What excites you about the work you do at PWL Capital?

I love making personal connections with people and adding value to their lives though high quality advice and service. I also love working at a company where I believe in the mission and am encouraged to do what is right for clients, no matter what.

What is something most people might not know about you?

I’ve been playing the drums for the last 23 years.

What does being wealthy mean to you?

Being wealthy allows you to use money as a tool to improve your life rather than covering the necessities. Wealth allows you to transition from paying for ‘needs’ to funding ‘ wants’.

What excites you about the work you do at PWL Capital?

When you help someone make financial decisions you learn how they see the world. Seeing a variety of perspectives helps me give more context when families I work with are considering choices and also allows me to make better decisions in my own life.

What is something most people might not know about you?

I’ve lived in over 20 different homes.

What does being wealthy mean to you?

For me, wealth is about time, control, flexibility, and health (financial and personal) that allows us to be generous and fully present in our lives.

What excites you about the work you do at PWL Capital?

I’m excited to be part of a firm that’s elevating how financial advice is delivered in Canada.

What is something most people might not know about you?

My wife is an emergency physician and an absolute hero in our family. Watching her work has shaped a lot of how I think about resilience and service. I also have a son and daughter who challenge me more than anything ever has—and outside of work, most of my life revolves around trying to stay healthy enough to keep up with two energetic kids.

What does being wealthy mean to you?

Having the means to fund a happy and healthy life.

What excites you about the work you do at PWL Capital?

Being able to add clarity to a part of people’s lives that tends to be very opaque.

What is something most people might not know about you?

I am an aspiring home chef who probably spends too much time learning about food science.

What does being wealthy mean to you?

Options, great choices, freedom and flexibility.

What excites you about the work you do at PWL Capital?

Helping clients plan and reach their potential.

What is something most people might not know about you?

My family catch phrase is “Is everybody happy!”

What does being wealthy mean to you?

Being wealthy means having enough. Enough time to hang out with your friends, enough health to play with your kids, enough money to be generous to the causes that are important to you. The hardest part is getting the goalposts to stop moving. That’s where we come in.

What excites you about the work you do at PWL Capital?

Every day I get to guide clients towards meeting their goals and achieving complete financial independence! I am proud and grateful to work for a firm that has an evidence based, conflict-free approach to investing and wealth management.

What is something most people might not know about you?

I am an avid and long-suffering fan of the Toronto Maple Leafs. This is the year.

What does being wealthy mean to you?

Being wealthy means having choices in life, especially when it comes to how to spend your time. If you’re able to choose to spend time on what you value and enjoy, that is the meaning of wealth to me!

What excites you about the work you do at PWL Capital?

I love being able to help people live more meaningful lives. Whether that means helping them define their goals, or figure out ways to achieve them, it’s rewarding to be part of such an important part of their lives. I am also privileged to work with such a great team here at PWL, and we’re constantly learning and encouraging each other to be better.

What is something most people might not know about you?

When I was a high school teacher, I not only ran a Personal Finance club, but also the Dance and Music clubs at the school. One of my favourite memories was choreographing and co-directing our first school musical in 2019!

What does being wealthy mean to you?

Being able to wake up everyday without the stress of personal finance consuming my thoughts and energy. This translates into more energy allocated into the right channels, such as family, friends and health!

What excites you about the work you do at PWL Capital?

Every work day, client scenario and meeting is different than the one prior. There is always something new to learn!

Subscribing to PWL’s investment philosophy allows for quality financial advice to serve at the forefront of every client interaction.

What is something most people might not know about you?

I am a foodie. To add to that, MasterChef, Hell’s Kitchen and Kitchen Nightmares are some of my favorite TV shows. Pretty much anything involving food!

What should a client expect when they first meet you?

I like to start every meeting with a warm welcome and a lighthearted chat!

In your experience, what’s the best way to serve your clients?

Good advice is rooted in the ability to listen first and act second. I want to understand someone before responding to their needs.

What aspects of your job do you love the most?

I love “nerding out” over technical planning questions and finding clear solutions that make our clients feel confident and at ease. Ultimately, my goal is to deliver clear action items that help people live their best lives.

What does being wealthy mean to you?

To me, being wealthy means having the freedom to spend your day doing things you enjoy, whatever that may be.

As Morgan Housel said in the Psychology of Money:
“The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays.”

P.S. if you haven’t read that book yet, DO IT!

What excites you about the work you do at PWL Capital?

I love that through my work I have the opportunity to make a real difference in people’s lives. PWL Capital is the ideal place for me as our values align perfectly. Here, I’m confident we do right by our clients through innovation and offering personalized, unbiased, evidence-based advice.

What is something most people might not know about you?

My favourite sport is basketball! I grew up playing a lot of basketball and still play to this day. Although, as years go by, I have started to pick up some less-physically-demanding sports like beach volleyball, golf, and pickleball.

What does being wealthy mean to you?

To me, being wealthy means having the freedom to enjoy life the way one wants with little worry about the cost.

What excites you about the work you do at PWL Capital?

I love working for a company that places the interests of clients first and values evidence over guesses and gut-feelings. No sales quotas, no crystal balls.

What is something most people might not know about you?

Despite my appearance, I love going to hard rock and metal concerts. I’ve seen a bunch of the classic metal bands, including Metallica 7 times.

What does being wealthy mean to you?

Despite working in the financial services industry, the first word that springs to mind when thinking of wealth, is experience. When I look back at my life I will likely not be too concerned with how much money I have spent or accumulated during my lifetime. Rather I will look back fondly on the experiences I have had and the people I have had the privilege to meet. That being said wealth in the traditional sense and a wealth of experience can sometimes go hand in hand.

What excites you about the work you do at PWL Capital?

Every day I look forward to being able to contribute to the improvement of our client’s lives. Knowing that the work we do here at PWL Capital could relieve some anxiety or contribute to achieving a goal fills me with motivation and a sense of fulfillment.

What is something most people might not know about you?

I am fluent in Italian.

What does being wealthy mean to you?

Wealthy to me means having a sense of security and being able to make decisions based on fulfilment and joy.

What excites you about the work you do at PWL Capital?

What really excites me is the detail and care that goes into helping our clients. The team is very open with the work we are doing, and there is a continuous mission to improve the service to clients.

What is something most people might not know about you?

There are a lot in depth financial discussions around the house, as both my Wife and I are Certified Financial Planners.

What does being wealthy mean to you?

To me, being wealthy isn’t a specific dollar amount. It’s about having the freedom to live the life that brings happiness to myself and my loved ones, without the weight of worrying about the future.

What excites you about the work you do at PWL Capital?

There are so many brilliant people here at PWL that really care about the clients we work with. I’m really excited to be working and learning alongside them as we help clients feel confident that their finances are working the best they can for them.

What is something most people might not know about you?

I am an avid video and board gamer and am never without a book to escape into.

What does being wealthy mean to you?

Having control over your time.

What excites you about the work you do at PWL Capital?

I enjoy working with passionate and talented people who are driven to learn, improve, and build something meaningful. It’s exciting to know that we’re offering evidence-based advice and helping clients make sound financial decisions that contribute to their version of a good life. Ultimately, my values align perfectly with PWL’s, and that’s why I’ve chosen to pursue my career as a financial planner here.

What is something most people might not know about you?

I grew up on a beef farm in Northern Ontario.

What does being wealthy mean to you?

To me, being wealthy means having the freedom to pursue the goals I want, spend time with the people I love, and do what brings me joy every day.

What excites you about the work you do at PWL Capital?

It’s exciting to work every day with great people who are dedicated to helping clients with evidence-based solutions.

What is something most people might not know about you?

I’m an avid sailor and I love to cook.

What does being wealthy mean to you?

To me, being wealthy is having the freedom to live by one’s own choices and the ability to give without strain. I think wealth is measured less by what we hold and accumulate than by what we are able to share.

What excites you about the work you do at PWL Capital?

I’m driven to help people feel more confident and in control of their lives by providing thoughtful financial advice. At PWL, I get to do that every day!

What is something most people might not know about you?

I have a deep love of literature.

What does being wealthy mean to you?

Wealth means having the freedom to live life on my own terms. It’s the ability to pursue passions, make choices without constraints, and create meaningful experiences.

What excites you about the work you do at PWL Capital?

What excites me most about my work is the constant challenge it brings. The ever-changing landscape keeps me on my toes as we strive to exceed client expectations, and it’s invigorating to expand our service offerings to meet the evolving needs of our clients. Deep fulfillment comes from knowing our efforts have a meaningful impact.

What is something most people might not know about you?

My daily non-negotiables are: spin to stay active, gratitude journal for positivity, and a good cup of coffee to kickstart the day. Simple rituals for a fulfilling life.

What does being wealthy mean to you?

I resonate most with Epictetus’s (Greek philosopher) definition of wealth: “Wealth consists not in having great possessions, but in having few wants”. I love this definition because to me, it captures contentment and happiness within the word wealth.

The logic here is that “great possessions” won’t feel so great in a room full of “greater possessions” (which there will always be), but needing less will always be better than needing more, when optimizing for contentment (the most important metric to optimize for, in my opinion).

Fewer wants/needs = wealthier.

What excites you about the work you do at PWL Capital?

Providing clients with a blend of academia and practitioner-based advice. In my experience, retail investors generally only get practitioner-based advice, in a best-case scenario*. Academia based concepts like factor-based investing are typically reserved only for institutional clients.

*Worst case scenario is non-practitioner, non-academia-based advice, which is also sadly very common in the Canadian retail investor advice segment.

What is something most people might not know about you?

I’ve lived in nine different cities across four countries, throughout my life.

What does being wealthy mean to you?

Being wealthy to me means not having to stress over money and have the flexibility to do what I want.

What excites you about the work you do at PWL Capital?

I enjoy working in a people centered environment that promotes professional growth so I can provide my clients the best service possible.

What is something most people might not know about you?

Something most people might not know about me is I am a car fanatic. I love reading and learning everything there is to know about many different models.

What does being wealthy mean to you?

Knowing the difference between my wants and needs.
Having good enough financial habits not to worry about money.

What excites you about the work you do at PWL Capital?

The outstanding rigour of our people and the firm’s commitment to clients’ best interests.

What does being wealthy mean to you?

To me, wealth is a multifaceted state of well-being that goes beyond financial stability. It includes having the economic resources to meet one’s needs and desires comfortably, without worry about the future. It also encompasses access to high-quality education and healthcare, which are essential for personal development and maintaining a good quality of life.

Wealth involves having robust social networks – connections with family, friends, and the community that provide support, opportunities, and a sense of belonging.

Additionally, wealth means having the freedom to pursue one’s passions and interests, the ability to make choices that align with personal values, and the opportunity to achieve personal fulfillment.

In essence, being wealthy is about enjoying a holistic sense of prosperity that includes financial security, access to education and healthcare, strong social bonds, and the liberty to lead a fulfilling and purposeful life.

What excites you about the work you do at PWL Capital?

The opportunity to positively impact the financial well-being of thousands of people across the country excites me the most. Coming from academia, particularly in engineering, the goal is to apply knowledge and expertise to solve real-world problems that lead to meaningful improvements in society and people’s lives. At PWL Capital, I have the unique opportunity to apply cutting-edge planning strategies to help people achieve their goals on a large scale.

What is something most people might not know about you?

I once completed a local eating challenge consisting of a 3lb Burger topped with 3 fried eggs, 8 strips of bacon, and 4 slices of Canadian cheddar, on a Kaiser loaf, alongside a generous poutine and a 20oz milkshake.

What does being wealthy mean to you?

Having enough money to enjoy the small things in life and enough for a rainy day.

What excites you about the work you do at PWL Capital?

How we help clients every day and give the best service we can. Clients love that we care truly care about them. I appreciate the teammates I work with and the amazing work ethic we all have.

What is something most people might not know about you?

I am an avid pickleball player, love photography and enjoy nature.

What does being wealthy mean to you?

Being wealthy to me means not having to worry about day to day expenses that come up and spending your free time the way you personally choose.

What excites you about the work you do at PWL Capital?

What really excites me about PWL is that it’s something new each day, but we are always working toward the goal of providing financial freedom for our clients!

What is something most people might not know about you?

Most people know that I like to play a lot of sports (hockey, golf, etc.), but not many people know I’m a pretty big Taylor Swift fan!

What does being wealthy mean to you?

Being wealthy to me means having the flexibility to do things that bring you joy.

What excites you about the work you do at PWL Capital?

I enjoy having the opportunity to help clients build & achieve their financial goals.

What is something most people might not know about you?

I love to be creative, I have a passion for designing home decor and seasonal items. And in my spare time I enjoy curling up with a good book.

What does being wealthy mean to you?

Being able to save enough for retirement, and at the same time feeling comfortable enough with your financial situation that you can live in the moment.

What excites you about the work you do at PWL Capital?

I enjoy problem solving, and improving processes when possible.

What is something most people might not know about you?

I would love to retire in Italy.

What does being wealthy mean to you?

For me, being wealthy means leading a rich and fulfilling life; having some resources to be able to spend time doing things that I like with people I love.

What excites you about the work you do at PWL Capital?

I like having a bird’s eye view of the work we do; to see processes from end to end as they transition between departments and work to make them smoother. Everything we do affects the client experience, from operations all the way to how we communicate; knowing that I can help improve that is really rewarding.

What is something most people might not know about you?

Long ago, I was a fashion designer and I still have and wear some pieces that I made. Now I use my skills to create elaborate Halloween costumes for my kids.