glossary

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.

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?

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?

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.