Portfolio Manager CIM®, CFP® Brady Plunkett Since 2016, Brady Plunkett has been key to the Capital Team financial planning, marketing and business development, and assisting with client care – in short, a bit of everything on any given day. Brady is an IIROC-licensed Portfolio Manager. contact Menu contact contact Meet Brady Plunkett – It’s a bit of a coin toss whether Brady sought us out, or we found him. Heads or tails, we think our clients are the winners. Brady joined us in January 2016 after graduating from the finance program at Carleton University’s Sprott School of Business. His upbeat outlook, and passion for statistics and finance serves our clients well as a fitting complement to our evidence-based investment approach. At PWL – As an integral member of the Capital Team, Brady coordinates our financial planning activities, contributes to our marketing and business development initiatives, and assists with our clients’ wealth management logistics and customized care. He’s also an IIROC-licensed Portfolio Manager. In short, he does a little bit of everything on any given day in the office. Brady’s Personal Interests – Away from the office, Brady can often be found at the local community hockey rink, or on a golf course looking for where his ball went this time. Read more Hide Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets*under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 - $10,000,000$10,000,000 + How did you hear about us?*ReferralYouTube - Common Sense InvestingRational Reminder PodcastRadio AdvertisingSocial MediaMedia and PressGoogleOtherWhy do you want work with PWL?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ