I've worked with a number of firms and what I can say is that PWL is the most methodical and client-focused advisory firm I've come across. They also happen to be the least salesy - which is very refreshing. When I consult with PWL, I know that they're really recommending what's right for me and that there is no hidden agenda or commission that is biasing any recommendations. The team also goes out of their way to service clients. They jumped through a number of hoops just to allow me to save a few basis points - they really didn't have to - but that's the extent to which they care, and that really builds trust.
General Manager, FluidReview (Co-Founded and Sold Fluidware to SurveyMonkey in 2014)
PWL Capital understands the importance of getting to know their client first, in particular, their unique investment requirements. It is only after their due diligence and attention to detail that an investment approach and asset allocation will be recommended to suit your needs or those of your family or business.
President, Carnell’s Funeral Home
I was searching for a way to increase portfolio diversification while keeping both the fees and any required active involvement to a minimum. Cameron and the PWL team both met and exceeded these goals.
Many years ago, our family entrusted Cameron Passmore and the team at PWL with our future financial security. We love working with Cameron because of the passion, discipline and diligence he brings to our relationship. The investment decisions Cameron makes on our behalf, and the fees charged to manage our account, are transparent, well-structured and exceptionally easy to understand. Thank you, Cameron, for the peace of mind you bring to our investments.
Partner, Welch LLP
Once again thank you very much. It’s this type of personal and extraordinary service and obsession with looking after the client that make you guys so amazing and successful.
President, The Coates Agency
Excellent past experience. Personal touch. Advisors take the time to learn what my goals are and my comfort level in terms of risk. Regular follow ups.
Excellent service and considerate of my individual circumstances. Down to earth language and communications, investment strategy and approach. PWL is excellent for investment services and financial planning. That is why I am a client.
Federal Civil Servant
I've realized that I can't be an expert in everything. I don't have the time or patience to study up on finances and investments. Leave it to the pros. Cameron takes my pile of money, and makes it bigger. This is awesome.
I get a high growth portfolio, ongoing wealth management, and on-call advice from true financial experts for a set fee. I couldn't be happier...
I have worked with Cameron for almost 10 years, providing wealth management advice for my personal and corporate financial goals. Cameron and his team always place my growth objectives and risk sensitivities at the core of the strategies they develop to help assist in achieving our long term financial goals.
Thanks for hounding me, I appreciate it, you guys are the best.
It's a rare thing to find financial advisers in Canada that are worth getting excited about. Cameron and team help me manage my investments, stop me from doing stupid stuff, and most importantly never tire of explaining all these complex financial constructs in such a way that even I can understand them.
Cameron is an excellent advisor who takes the time to consider individuals concerns and planning prior to creating a plan. I have referred to Cameron and will again.
Manager, Tax Welch LLP
I have had a long and great experience with dealing with PWL.
Director of Sales
Very responsive, easy to talk to, clear answers, value-added services like tax planning and estate planning, integrated approaches.
Former Executive, Federal Public Service
They provide simple, sound advice without any pressure to buy a specific product.
Lead Software Developer at Shopify
We were looking for a management style that would reduce portfolio volatility and generate long-term stable growth. And we found it with Cameron's pragmatic, no-nonsense approach to investment strategy.
I chose to work with Cameron and PWL because I felt I would receive honest advice, fair and simple pricing, and an amazing product. Cameron doesn’t push investments: he educates me with what strategies work for my needs. Anyone looking for personalized, honest investment strategies needs to have a chat with Cameron – especially after one of his great talks!
Honest, knowledgeable information. There is a big focus on teaching the basis for their decisions instead of just saying what they will do.
Cameron has taught me a lot about how to invest my money in smarter ways. He took time to teach me how stock markets work and where stock market returns actually come from, instead of just suggesting specific funds and products to buy. I have never had another financial advisor that is this dedicated to their clients understanding of money and financial planning.
I completely agree with PWL’s investment philosophy as well as greatly valuing their customer service.
Very personalized service. Abundant trust. Never the feeling you are being led into a decision that you may ultimately regret.
You guys are amazing. That simple.
We work with Cameron, Nancy and Laura. They respond immediately to requests, make an effort to keep in touch with us, give us good results and service, and are very pleasant to deal with.
PWL's client services are incredibly good. Any questions or concerns are addressed promptly and thoroughly. I always feel well taken care of.
Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested.
PWL has always treated me as an important individual/client providing well founded, personalized advice and guidance. They are also very prompt when responding to queries and always manage to squeeze me in for either a telephone or in person meeting when needed.
Excellent advice and customer service.
Cameron and team were most helpful in making our transition from US to Canada as smooth as possible given several complications and they have continued to provide guidance and advice that keeps us feeling confident about where we are headed.
They have spared us sleepless nights.
PWL has a time-tested, thorough, systematic approach to investment management.
As a client of Cameron for several years, I have been impressed with his sound investment strategy and unique personalized service that makes my family feel as if we are his only customer. During this time I encouraged several high net worth colleagues to get in touch with him. As a testament to Cameron’s affable and informed manner, 100% of these contacts became customers of his. Seems like people know a good thing when they experience it...
Great experience! Very friendly and accommodating. Great teachers…can’t say enough good stuff.
Solid investment philosophy combined with great customer service from the entire team.