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Graham Westmacott CFA

Portfolio Manager

Susan Daley CFA

Associate Portfolio Manager
Contact
  • T519.880.0888
  • 1.877.517.0888
  • F519.880.9997
  • The Marsland Centre
  • 20 Erb St. W,
    Suite 506
  • Waterloo, Ontario N2L 1T2

photo Graham Westmacott  CFA

Portfolio Manager

As a Portfolio Manager, Graham is responsible for the design and continued evolution of our clients’ portfolios. His job is to protect clients’ wealth against bad times. Bad times, whether personal or macroeconomic, turn up unannounced and uninvited so advanced preparation is vital. Some risks drive portfolio returns, others just cause misery and it is important to know the difference between them. By walking alongside our clients, we continuously monitor the mix of investment assets to ensure their personal success. 

Prepare. Evaluate. Adjust. Repeat.

 

More about Graham...

  • 1st Class Honours Double-Degree in Mathematics and Physics, University of Leeds, UK
  • MBA University of Warwick, UK, specializing in Finance and International Business
  • CFA Charterholder, CFA Institute

Past President and Paul Harris Fellow of the Rotary Club of Waterloo, Past President of the Kitchener-Waterloo Gyro Club, and former Director of the Canadian Clay and Glass Gallery. Graham is also a member of the Toronto CFA Society.

Contact Graham to learn more about how he can help you.

photo Susan Daley  CFA

Associate Portfolio Manager

Susan helps clients to reach their goals through financial planning, account transactions, and performance evaluation. She helps clients focus on what really matters to them and what their wealth will help them achieve. On an ongoing basis she helps clients track progress towards their goals. Susan prides herself on excellent client service and efficient day-to-day management of client portfolios.

She is focusing her efforts on educating young professionals to make sure they start off on the right foot.

Susan joined PWL after graduating with a Bachelors of Business Administration from Wilfrid Laurier University. She is a CFA Charterholder and is now working towards the Certified Financial Planner designation.

 

More about Susan...

  • CFA Charterholder
  • FPSC Level 1® Certificant
  • Honours Bachelor of Business Administration (BBA) from Wilfrid Laurier University
  • Investment Advisor registered with IIROC

photo Raymond Kerzérho  CFA

Director of Research

Raymond is the Director of 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. His in-depth knowledge of the capital markets and his direct and accessible style make him a sought-after speaker who is popular with clients. Raymond has written numerous articles, technical documents and economic reviews, and is often called upon by the media to be a trusted and knowledgeable source on capital markets.

photo Cameron Passmore  CIM, FMA, FCSI

Waterloo Branch Manager, and Portfolio Manager

Cameron Passmore, Portfolio Manager and Partner, helps successful, busy professionals and their families plan for a stable and secure future. He offers solutions to free his clients from financial anxiety. He is honest, forthright and truly cares about his clients’ well-being. Cameron brings balance to his work: a balance between a warm and human approach to client relationships and a passion for the technical aspects of the investment process. This allows him to create financial solutions that are highly customized to meet your needs.

Cameron joined PWL Capital in 1997. He is currently a Partner in the firm as well as a portfolio manager. He has been in the financial service industry since 1990. As Branch Manager of Waterloo, Cameron’s role is to provide oversight and support to the Westmacott team in building the Waterloo branch.