Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Cameron Passmore of PWL in Globe & Mail -
Invest Like a Tech Gazillionaire

In Ottawa, that means handing your money to Cameron Passmore, who has attained rock-star status at companies like Shopify thanks to his low-risk, low-cost mantra.

Read an article on Cameron and his team in Globe & Mail - Report on Business Magazine: How to invest like a tech Gazillionaire.

Download the print PDF



I can give no greater reference for Ben, Cameron and staff than this testimonial. We’ve been with PWL for about 18 months and couldn’t be more pleased. Our money languished with another vendor garnering subpar returns for six years prior. Sure, we received our perfunctory annual Christmas basket, but our portfolio never returned the targeted gain. Not once...

PWL has been on the money, with our money, from day one. Simple, Data Driven and Predictable. If you’re considering switching portfolio managers – Just Do It.

Rudy Richman


It’s exactly how everyone said it would be – I don’t spend any time worrying about my investments.

Dave Van Dusen

President, Swift Delivery Systems

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.

Aydin Mirzaee

Entrepreneur (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.

Geoffrey Carnell

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.

Russ Jones

CFO, Shopify

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.

Garth Steele

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.

Chris Coates

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.

Chris Layer


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.

Richard Slowikowski

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.

Serena Ngai


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...

Adam McNamara

Tech Entrepreneur

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.

Keith Glover

Management Consultant

Thanks for hounding me, I appreciate it, you guys are the best.

Ian Mortier

Designer, Shopify

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.

Anonymous Client

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.

Josh Smith

Manager, Tax Welch LLP

I have had a long and great experience with dealing with PWL.

Patrick Fitzgerald

Director of Sales

Very responsive, easy to talk to, clear answers, value-added services like tax planning and estate planning, integrated approaches.

Louise Lefebvre

Former Executive, Federal Public Service

They provide simple, sound advice without any pressure to buy a specific product.

Nick Simmons

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.

Johannes Hill

Technology Investor

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!

Carson Brown

Product Manager

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.

Adam Becevello

Software Developer

I completely agree with PWL’s investment philosophy as well as greatly valuing their customer service.

Doug McKenzie

Managing Director

Very personalized service. Abundant trust. Never the feeling you are being led into a decision that you may ultimately regret.


Technology Investor

You guys are amazing. That simple.

Nick S.

Software Developer

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.


Geologist, Retired

PWL's client services are incredibly good. Any questions or concerns are addressed promptly and thoroughly. I always feel well taken care of.

James MacAulay

Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested.

Ron Devries


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.

Sandy Ouimet


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.

Ruth McKinney and Fred Faust


PWL has a time-tested, thorough, systematic approach to investment management.

B.L. Client since 2001

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...

Phil Wyatt

Great experience! Very friendly and accommodating. Great teachers…can’t say enough good stuff.

Graham Ghent

Solid investment philosophy combined with great customer service from the entire team.

Anonymous Client