Sub Heading

Heading

Content

This is an example page. It’s different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:

Hi there! I’m a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin’ caught in the rain.)

…or something like this:

The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.

As a new WordPress user, you should go to your dashboard to delete this page and create new pages for your content. Have fun!

team-thumb

Dan Bortolotti

 ,Portfolio Manager

Dan Bortolotti

team-thumb

Cameron Passmore

 ,Board of Directors, Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI®

Cameron Passmore

Years of Experience 30+
Education & Credentials

McGill University – BComm
Chartered Investment Manager (CIM®)
Financial Management Advisor (FMA)
Fellow of the Canadian Securities Institute (FCSI®)

 

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.

team-thumb

Brenda Bartlett

 ,President, CEO

Brenda Bartlett

team-thumb

Karine St. Amour

 ,Chief Financial Officer

Karine St. Amour

Years of Experience 22
Education & Credentials

Bachelor of Business Administration (BBA)
Specialized Graduate Diploma
Chartered Professional Accountant (CPA)

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.

team-thumb

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.

team-thumb

James Parkyn

 ,Portfolio Manager

James Parkyn

team-thumb

Benjamin Felix

 ,Chief Investment Officer, Portfolio Manager, MBA, CFA®, CFP®, CIM®, F.PI.

Benjamin Felix

Years of Experience 11
Education & Credentials

Northeastern University – BSc, Mechanical Engineering
Masters of Business Administration, Finance – Carleton University
Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Chartered Investment Manager (CIM®)

 

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.

team-thumb

Abejane Alvarez

 ,Senior Graphic Designer

Abejane Alvarez

team-thumb

Travis Feddema

 ,Wealth Management Analyst, Associate Portfolio Manager, CIM®

Travis Feddema

Years of Experience 3.5
Education & Credentials

Bachelor of Arts in Business Management from Redeemer University.
Chartered Investment Manager (CIM®)

 

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.

team-thumb

Phil Casarotto

 ,Head, Operations and Strategic Projects

Phil Casarotto

Years of Experience 25+
Education & Credentials

PEng Mechanical Engineering – Concordia
BCom International Business – John Molson Concordia
Partners, Directors and Officers (PDO)

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.

team-thumb

Maxime Joubert

 ,Operations Administrator

Maxime Joubert

team-thumb

Jeanelle Bermejo

 ,Accounting Technician

Jeanelle Bermejo

Meet With Us

Meet With Us Flyout Form
What are you looking for?