Our Team

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 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 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?

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!