Board Members

Brenda Bartlett
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.

Head, Operations and Strategic Projects

As Senior Director,Operations and Strategic Projects, Phil oversees PWL's operations as well as entreprise projects.
Robert Little - PWL Capital

Associate Portfolio Manager - Family Office Services, CIM®, CFA

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.
PWL Headshot: Lukas Fleck

Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM®

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.

Ottawa

265 Carling Avenue
8th Floor
Ottawa K1S 2E1 ON

Toronto

8 Wellington Street East
3rd Floor
Toronto M5E 1C5 Ontario

Montreal

3400 de Maisonneuve Ouest Suite 1501
Montreal H3Z 3B8 Quebec