Authors, Advisors and Content Creators

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

Peter joined PWL Capital in 2004 to learn the business from the ground up. Eighteen years and many designations later, he is now a seasoned Portfolio Manager and Financial Planner working with families across the country.

Jordan grew up in Western Canada, in several cities from Victoria to Calgary. He can be found outside the office climbing the Rockies, travelling to find the best “cheap food” or engaging in any sporting hobby that has recently caught his eye.

Raymond is the Senior Researcher, and Head, Shared Services Research at PWL Capital. He rigorously analyzes PWL’s investment strategies and makes sure they are well supported by academic research. Raymond has worked extensively as an institutional portfolio manager, with a particular focus on fixed-income securities and derivative products

Cameron Passmore has been a leading advocate for evidence-based, systemic investing for over 20 years in the Ottawa area. Today, Cameron and his team serve a broad range of affluent clients across Canada.

With more than a decade of experience managing portfolios, Justin is focused on keeping costs and taxes low for his clients. His skills as an analyst and researcher have made him widely respected in the ETF industry.

Benjamin Felix is the Head of Research at PWL Capital, a Canadian wealth management firm known for its publicly available thought leadership. PWL creates resources for Canadian investors including white papers, model portfolios, and research content. Benjamin co-hosts a podcast, the Rational Reminder, and is the host of a YouTube channel which together reach hundreds of thousands of people in Canada and around the world. Benjamin joined PWL Capital in 2013 after completing a degree in mechanical engineering and an MBA in financial management. He is a CFA charterholder and a CFP professional.

Building on her passion to help people gain financial control of their lives, Nancy joined PWL Capital’s Ottawa office in 2000. She became a Portfolio Manager in 2006. Since ‘analysis’ alone didn’t always answer client’s questions, she launched the “No Dumb Questions” video series in 2016.

Believes wealth management should be based on facts and repeatable processes, rather than stories about the future.

Dan works with clients to combine investment management with long-term financial planning. He also promotes investor education through his blog, articles and podcast.

Tony is a founding partner, Chairman of the Board and Portfolio Manager at PWL in Montreal with over 35 years of experience helping clients achieve their financial goals. He is a firm believer that conflict-free advice is the only way to properly serve Canadian investors.

Dan is a best-selling author and a sales coach to advisory firms throughout the World. He gives presentations to large groups, conducts workshops and engages in one-on-one coaching.

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.

François Doyon La Rochelle is a Portfolio Manager with over 20 years of experience in the financial services industry. Partner in the Parkyn-Doyon La Rochelle Team in the Montreal office of PWL Capital Inc. he prides himself in helping clients reach their financial objectives.