Like-minded advisory team joins PWL as the firm continues expanding its planning-first approach across Canada
From Left to Right: Cameron Passmore, Paul Philip, Susana Philip, Tessa McGirr, Marcia Latcha, Jesse Clayton, Angelica Montagano, Matt Gour, Ben Wilson
Montreal, QC – March 2, 2026 – PWL Capital (PWL) continues to expand its national team with the addition of Financial Wealth Builders, a financial planning and wealth management team that has joined the firm effective March 1, 2026.
With this addition, PWL strengthens its ability to serve Canadian investors, professionals and business owners seeking disciplined investment management and comprehensive financial planning. The integration reflects PWL’s ongoing effort to bring together like-minded advisory teams who share a commitment to evidence-based investing and long-term financial decision-making.
“Our goal has always been to make disciplined investing and comprehensive financial planning available to more Canadians,” said Cameron Passmore, CEO of PWL Capital. “The addition of the FWB team represents another step in building a national firm grounded in evidence-based investing and thoughtful financial planning.”
Financial Wealth Builders has worked with Canadian families and professionals for more than 30 years providing integrated financial planning and long-term investment guidance. The team has developed a planning-oriented approach focused on helping clients make informed financial decisions over time.
“Joining PWL immediately expands our client focused service and resources, and for decades into the future ,” said Paul Philip of Financial Wealth Builders. “We have joined a firm that shares our commitment to comprehensive fiduciary financial planning and disciplined investing. It’s a perfect fit. PWL provides additional research depth and specialized planning expertise that will support our clients for generations to come, I am personally excited to make this happen for our clients.
The Financial Wealth Builders team will be fully integrated into PWL Capital and will continue working with their clients with the support of the firm’s planning and investment resources.
The addition of Financial Wealth Builders follows PWL’s recent acquisitions as the firm continues building a national platform centered on planning-first advice and evidence-based investing. These partnerships reflect a broader effort to unite independent advisory teams under a shared philosophy and a consistent standard of advice.
As PWL continues to grow, the firm remains focused on its core mission: helping Canadians make better financial decisions through disciplined investing and thoughtful financial planning.
Founded in 1996 in Montreal, Canada, PWL is a retirement and wealth firm with over $7B in AUM that offers holistic, full-service wealth management expertise to Canadians. For over 30 years, PWL has offered wealth management services, integrated investment management, and financial planning services (tax, retirement and estate strategies) with offices across Canada. For more information, visit pwlcapital.com.
Portfolio Management and brokerage services are offered by PWL Capital Inc., which is regulated by Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).
Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.
For decades Paul Philip and his team have helped clients across Canada build, protect, and enjoy their wealth. Independent of proprietary products and conflict free, the team provides a personalized financial path to a great life for their clients and their families. Joining forces with PWL Capital cements their commitment to their clients for generations to come.
