Guest Author

Mark Sutcliffe

Writer, Broadcaster, PWL client and advocate

Mark Sutcliffe is an award-winning broadcaster, columnist, author, blogger, podcaster, entrepreneur, volunteer, community activist and Order of Ottawa member who has played a leadership role in several distinct fields throughout his 30-year career.
Mark Sutcliffe is an award-winning broadcaster, columnist, author, blogger, podcaster, entrepreneur, volunteer, community activist and Order of Ottawa member who has played a leadership role in several distinct fields throughout his 30-year career.
Starting Out
Female Financial Advisor Shaking Hands Clients

Putting clients first

I’ve had a lot of feedback about the latest PWL Capital ad, in which we talk about recent news reports that illustrate the pressure that employees of the big banks face to sell products.

Starting Out
Couple Making List Budgeting

Learning from the CPP’s mistakes

Not so long ago, the Canada Pension Plan used a passive approach to investing, seeking to capture the returns of the overall market rather than beat them. At that time, the CPP had five employees, the highest paid of which was earning $250,000.

Starting Out
Green Energy Windmill by avantgarde concept on unsplash

The problem with trailer fees

Most Canadians probably figure their financial planner has nothing but their best interests at heart. Unfortunately, there’s no legal requirement for financial advisers to put their clients’ goals ahead of their own. And there is plenty of evidence to suggest that many advisers do exactly the opposite.

Starting Out
Office Coworkers Discussing Room

Even the experts need good advice

I’m not very handy, which is why I don’t do a lot of do-it-yourself projects around the house. When we installed a new kitchen a few years ago, the heavy lifting for me was to pick up a pen and write a cheque to a professional builder.

Starting Out
Person Holding Out Umbrella to Cover and Protect Money

What to do with your surplus cash: the evidence.

Just about everything important in my life has a corresponding Excel spreadsheet. So if you’re like me and you enjoy playing with numbers, running different scenarios and comparing options until you find the right answer, you’ll enjoy this white paper written by PWL Capital’s Ben Felix.