Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Careers Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Contact Us Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI Cameron Passmore has been a leading advocate for evidence-based, systemic investing for over 20 years in the Ottawa area. Today, Cameron and his team serve a broad range of affluent clients across Canada. Ideas & Insights Team Contact Menu Ideas & Insights Team Contact Cameron Passmore guides the firm in its strategic vision for the future. He believes the continuous development of its people and its core technology platforms are instrumental in driving success. For over 20 years, Cameron has been a leading advocate for evidence-based, systemic investing in the Ottawa area. Cameron considers himself fortunate to be working with such a determined and dedicated team. He is committed to building a national premier wealth management firm that provides a personalised service for each client’s unique needs. He is also committed to his friends, family, and community. Cameron shares his expertise and knowledge on his weekly podcast, The Rational Reminder, with his co-host Benjamin Felix. Cameron has been in the financial services industry since 1990 and joined PWL Capital in 1997 as Partner and Portfolio Manager. In 2021, he became Executive Chairman, Portfolio Manager and remains in a lead advisory position. Cameron grew up in Lennoxville, QC and completed a BComm at McGill before settling in Ottawa. Cameron’s credentials include: • McGill University – BComm • Chartered Investment Manager (CIM®) • Financial Management Advisor (FMA) • Fellow of the Canadian Securities Institute Read More Hide Contact Cameron Passmore Behavioural Finance The Rational Reminder Podcast: Bear Markets: Always Different, Always the Same PWL Capital 2020-03-23T10:36:11 March 23, 2020 In our second special release episode during the 2020 COVID-19 bear market we discussed a broad history of US bear markets from 1900 to 2020, the recent volatility in the bond market, bond ETF NAV spreads, a nuance in the legislation on tax-loss harvesting, and some of the tax-related changes that Canada has rolled out in light of the current situation. Behavioural Finance The Rational Reminder Podcast – COVID-19 – Special Edition 2020-03-15T08:21:26 March 15, 2020 In this special episode, Cameron Passmore and Benjamin Felix discuss how we are handling the situation as a firm, investing through a crisis, historical comparisons, and more. Our Board Members IIROC AdvisorReport Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login PWL Wealth Centrenew My Portfolio + FR
Behavioural Finance The Rational Reminder Podcast: Bear Markets: Always Different, Always the Same PWL Capital 2020-03-23T10:36:11 March 23, 2020 In our second special release episode during the 2020 COVID-19 bear market we discussed a broad history of US bear markets from 1900 to 2020, the recent volatility in the bond market, bond ETF NAV spreads, a nuance in the legislation on tax-loss harvesting, and some of the tax-related changes that Canada has rolled out in light of the current situation.
Behavioural Finance The Rational Reminder Podcast – COVID-19 – Special Edition 2020-03-15T08:21:26 March 15, 2020 In this special episode, Cameron Passmore and Benjamin Felix discuss how we are handling the situation as a firm, investing through a crisis, historical comparisons, and more.