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Helping you frame financial decisions through the lens of living a good life and more text that would naturally flow here.
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Net Worth
Mollis arcu viverra platea iaculis nisl. Faucibus sed volutpat nulla nec sed ipsum. Sit nulla faucibus ultrices sit nunc. Amet lectus nulla ac sed.
Helping you frame financial decisions through the lens of living a good life and more text that would naturally flow here.
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| Column One Heading | Column Two Heading |
|---|---|
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Sample Sub-heading Diam ut hac amet fringilla tortor massa. Scelerisque leo dui fringilla et non gravida consequat amet a. |
$150 / hr |
|
Sample Sub-heading Diam ut hac amet fringilla tortor massa. Scelerisque leo dui fringilla et non gravida consequat amet a. |
$250 / hr |
|
Sample Sub-heading Diam ut hac amet fringilla tortor massa. Scelerisque leo dui fringilla et non gravida consequat amet a. |
$350 / hr |
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Helping you frame financial decisions through the lens of living a good life and more text that would naturally flow here.
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Assets
Net Worth
McGill University – BComm
Chartered Investment Manager (CIM®)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI®)
Waking up every morning and being able and excited to do what you love doing.
Helping to build an independent firm with a 100-year vision of making a difference in Canadians’ financial lives.
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.
Bachelor of Business Administration (BBA)
Specialized Graduate Diploma
Chartered Professional Accountant (CPA)
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.
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.
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.
Bachelor of Business Administration
Masters of Business Administration
Chartered Financial Analyst (CFA®)
Knowing the difference between my wants and needs.
Having good enough financial habits not to worry about money.
The outstanding rigour of our people and the firm’s commitment to clients’ best interests.
Northeastern University – BSc, Mechanical Engineering
Masters of Business Administration, Finance – Carleton University
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)
Ownership of time.
It positively impacts the lives of others.
I am 6’10.
Bachelor of Arts in Business Management from Redeemer University.
Chartered Investment Manager (CIM®)
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.
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.
I am an avid and long-suffering fan of the Toronto Maple Leafs. This is the year.
PEng Mechanical Engineering – Concordia
BCom International Business – John Molson Concordia
Partners, Directors and Officers (PDO)
For me, being wealthy is striking a balance between financial comfort and emotional security.
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.
My wife and I hope to retire on a rural property surrounded by nice gardens and some animals.
We offer comprehensive Wealth Management services to Canadians. The PWL Capital team can help you achieve your financial goals. Contact us for more information.
Plan for your future with our holistic 360° planning services. Our advisors work with you to create a detailed, personalized strategy that encompasses all of your goals so when you retire it’s on your terms and timetable.
Read MoreUnlock the full potential of your investments with our expert portfolio management services. We’ll craft a personalized investment strategy that aligns perfectly with your financial goals, adjusting to market changes to keep your future secure and bright.
Read MoreFinancial advice isn’t just numbers, it’s also about your unique circumstances and personal goals. Any destination might encounter some bumps along the way, but we’ll make sure you have the right guidance to get you there.
Read MoreHelping you frame financial decisions through the lens of living a good life and more text that would naturally flow here
Learn MoreAge
Assets
Net Worth
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