glossary

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 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 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?

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?

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.