ABOUT US

Our Team

We’re a passionate, sometimes nerdy, group that love to help Canadians with their money.

Raymond Kerzérho

Senior Researcher, Head, Shared Services Research, CFA®

Raymond Kerzérho

Years of Experience 35+
Education & Credentials

Bachelor of Business Administration
Masters of Business Administration
Chartered Financial Analyst (CFA®)

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.

Braden Warwick

Financial Planning Product Architect

Braden Warwick

Years of Experience 5+
Education & Credentials

PhD in Mechanical and Materials Engineering
Queen’s University, 2019

BSE in Engineering Physics
Queen’s University, 2015

What does being wealthy mean to you?

To me, wealth is a multifaceted state of well-being that goes beyond financial stability. It includes having the economic resources to meet one’s needs and desires comfortably, without worry about the future. It also encompasses access to high-quality education and healthcare, which are essential for personal development and maintaining a good quality of life.

Wealth involves having robust social networks – connections with family, friends, and the community that provide support, opportunities, and a sense of belonging.

Additionally, wealth means having the freedom to pursue one’s passions and interests, the ability to make choices that align with personal values, and the opportunity to achieve personal fulfillment.

In essence, being wealthy is about enjoying a holistic sense of prosperity that includes financial security, access to education and healthcare, strong social bonds, and the liberty to lead a fulfilling and purposeful life.

What excites you about the work you do at PWL Capital?

The opportunity to positively impact the financial well-being of thousands of people across the country excites me the most. Coming from academia, particularly in engineering, the goal is to apply knowledge and expertise to solve real-world problems that lead to meaningful improvements in society and people’s lives. At PWL Capital, I have the unique opportunity to apply cutting-edge planning strategies to help people achieve their goals on a large scale.

What is something most people might not know about you?

I once completed a local eating challenge consisting of a 3lb Burger topped with 3 fried eggs, 8 strips of bacon, and 4 slices of Canadian cheddar, on a Kaiser loaf, alongside a generous poutine and a 20oz milkshake.

Nick Lyon

Scriptwriter and Content Strategist

Nick Lyon

Career Opportunities

Interested in helping Canadians live their best lives? Learn more about our career opportunities.

LEARN MORE
career-thumb

Meet With Us