Board Members and Management Team Board Members Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI PWL Capital Team 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. Brenda Bartlett President, CEO PWL Capital Team Brenda is President, CEO and Board Director of PWL Wealth Management Inc. Her career of more than 25 years, has allowed her to develop her strengths in business performance improvement, digital marketing transformation, and leading change. Karine St. Amour Chief Financial Officer PWL Capital Team As PWL’s Chief Financial Officer, Karine works establishing accounting policies, financial strategies and controls, and ensures the integrity of all financial results and regulatory financial filings. Phil Casarotto Head, Operations and Strategic Projects PWL Capital Team As Senior Director,Operations and Strategic Projects, Phil oversees PWL's operations as well as entreprise projects. Robert Little Associate Portfolio Manager - Family Office Services, CIM®, CFA PWL Capital Team Prior to joining the Passmore team in early 2018, Robert worked as an investment representative with one of Canada’s Big Banks. Robert graduated from Carleton University majoring in Law and Economics and is currently pursuing the CFA designation. Lukas Fleck Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM® PWL Capital Team Lukas joined the Passmore team 2018 upon graduating with a Bachelors of Business Administration, majoring in Finance from St. Francis Xavier University. He is committed to applying his analytical skills and technical knowledge to provide support to the financial advisors and portfolio managers. Benjamin Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM®, F.PI. PWL Capital Team Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering before pursuing a career in financial services via the MBA program at Carleton University’s Sprott School of Business. Management Team Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI PWL Capital Team Brenda Bartlett President, CEO PWL Capital Team Karine St. Amour Chief Financial Officer PWL Capital Team Ben Wilson Advisor Services Lead, Portfolio Manager, CFP®, CIM® PWL Capital Team Phil Casarotto Head, Operations and Strategic Projects PWL Capital Team Matthew Gour Private Services Lead, Portfolio Manager, CFP®, CIM® PWL Capital Team Benjamin Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM®, F.PI. PWL Capital Team Tessa McGirr Lead, People & Culture PWL Capital Team Karine Deslandes Chief Compliance Officer, Chief Privacy Officer PWL Capital Team Rami Hindieh Head, Data & Business Intelligence, MBA, P.Eng PWL Capital Team Angelica Montagano Head of Brand Experience PWL Capital Team
Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI PWL Capital Team 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.
Brenda Bartlett President, CEO PWL Capital Team Brenda is President, CEO and Board Director of PWL Wealth Management Inc. Her career of more than 25 years, has allowed her to develop her strengths in business performance improvement, digital marketing transformation, and leading change.
Karine St. Amour Chief Financial Officer PWL Capital Team As PWL’s Chief Financial Officer, Karine works establishing accounting policies, financial strategies and controls, and ensures the integrity of all financial results and regulatory financial filings.
Phil Casarotto Head, Operations and Strategic Projects PWL Capital Team As Senior Director,Operations and Strategic Projects, Phil oversees PWL's operations as well as entreprise projects.
Robert Little Associate Portfolio Manager - Family Office Services, CIM®, CFA PWL Capital Team Prior to joining the Passmore team in early 2018, Robert worked as an investment representative with one of Canada’s Big Banks. Robert graduated from Carleton University majoring in Law and Economics and is currently pursuing the CFA designation.
Lukas Fleck Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM® PWL Capital Team Lukas joined the Passmore team 2018 upon graduating with a Bachelors of Business Administration, majoring in Finance from St. Francis Xavier University. He is committed to applying his analytical skills and technical knowledge to provide support to the financial advisors and portfolio managers.
Benjamin Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM®, F.PI. PWL Capital Team Born and raised on Vancouver Island, BC, Benjamin completed a degree in mechanical engineering before pursuing a career in financial services via the MBA program at Carleton University’s Sprott School of Business.