Our Team

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.