PWL is Growing!

We’re excited that, over the past few months, three experienced and highly-regarded wealth management profes-sionals have joined the PWL team in our Montreal office.

In September, Marc Stern and Richard Cauchon joined PWL as a “team within a team”. Marc’s depth and breadth of experience in both wealth manage-ment and accounting brings an added dimension to the services he provides as Portfolio Manager. Richard brings wide-ranging international experience and extensive knowledge of capital markets to his role of Investment Advisor.

In January, Suzanne Barwick joined the team as Senior Financial Planner. Suzanne comes to us from a major insurance company where she held the role of Manager, Financial Services.

Please join us in welcoming our new team members!