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 Portfolio Manager, CIM®, FMA, FCSI Cameron joined PWL Capital in 1997. He is a partner in the firm as well as a Portfolio Manager. He has been in the financial services industry since 1990. Ideas & Insights Team Contact Menu Ideas & Insights Team Contact Cameron and PWL have been leading advocates of evidence-based (indexed) investing for over 20 years in the Ottawa area. The team at PWL Ottawa serve a broad clientele, with a specialty in technology entrepreneurs and their employees. 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. Based on each client’s unique circumstances, Cameron delivers financial solutions that are highly customized and meticulously designed. 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. Passmore & Felix Team IIROC AdvisorReport Testimonials 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… It’s exactly how everyone said it would be – I don’t spend any time worrying about my investments. Great experience! Very friendly and accommodating. Great teachers…can’t say enough good stuff. 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… 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. 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 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. 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’s client services are incredibly good. Any questions or concerns are addressed promptly and thoroughly. I always feel well taken care of. You guys are amazing. That simple. Rational Reminder Blog This blog is about personal finance for Canadians, with a focus on investing and portfolio management. Rational Reminder Podcast The Rational Reminder Podcast is your weekly reality check on sensible investing. Contact Cameron Passmore and Benjamin Felix Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*CityProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukonInvestable Assets*$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 - $10,000,000$10,000,000 + Cameron and Ben work with clients whose household investable assets total $2 million or more. If you do not meet our minimum, please visit The Rational Reminder Podcast on iTunes or Common Sense Investing on YouTube to learn more about evidence-based investing and financial decision-making. If you have a general question or comment regarding the Rational Reminder podcast, please direct it to the discussion board on The Rational Reminder Website. ___________ How did you hear about us?*How did you hear about us?ReferralYouTube - Common Sense InvestingRational Reminder PodcastRadio AdvertisingCanadian Couch PotatoSocial MediaMedia and PressGoogleOtherMessage / CommentSubscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. 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.