Your PWL advisor in Ottawa
Ready for different? Tuned into the Ottawa community, our Ottawa team has a close-knit and vibrant group of financial advisors who are highly experienced in meeting the needs of individuals, families, professionals and businesspeople.
The PWL difference: Every client is unique
We offer integrated financial planning and investment management services. We do not sell products or have any hidden fees; so you get unbiased advice. No hype. Just solid common sense.
Cameron Passmore, Portfolio Manager and Partner, helps successful, busy professionals and their families plan for a stable and secure future. He offers solutions to free his clients from financial anxiety. He is honest, forthright and truly cares about his clients’ well-being.
Nancy Graham, CFP, Investment Advisor and CA, has over 15 years' experience in the financial sector in Ottawa. Her warm and enthusiastic approach means she helps her clients simplify their financial lives and put their minds at ease. She offers clear, intelligent investment management and financial advice for senior executives, business owners, entrepreneurs and professionals.
Andrew Baechler, CFA and Investment Advisor, helps his clients become prudent and knowledgeable investors. He specializes in helping self-employed professionals, business owners and health professionals plan for their futures.
Colin Cooke, CFP and Investment Advisor, builds holistic investment portfolios based on an academically sound and institutional approach for professionals, senior public servants and politicians to meet their financial goals.