CIM®, Senior Compliance Officer, Portfolio Manager Cheryl Gillies Since joining PWL Capital in 1999, Cheryl Gillies has built on her innate, high-touch client service skills to become an experienced portfolio manager, achieving the Chartered Investment Manager (CIM®) designation in the process. Contact Menu Contact Contact Meet Cheryl Gillies – Her “can do” spirit and passion for continually expanding her repertoire of professional skills ensures that PWL clients consistently receive the high-touch quality of care they deserve. It’s no wonder Cheryl is a perennial favorite among them. At PWL – Cheryl rarely misses a beat as nearly every daily detail for our team circulates past her watchful care. Responding promptly to client requests, queries and requirements, she also is a talented portfolio manager, overseeing account monitoring, and portfolio design, management and rebalancing. A Case in Point About Cheryl – Clients consistently agree that the most efficient route to completion is to touch base with Cheryl. Personal Interests – Outside of the office, Cheryl can be found on the trails enjoying a long run, camping with her husband or traveling to far off places. She’s particularly fond of spending time with her two grandsons, they help to keep her young and active. 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 IslandQuebecSaskatchewanYukon How did you hear about us?*ReferralYouTube - Common Sense InvestingRational Reminder PodcastSocial MediaMedia and PressGoogleOtherInvestable 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 +Prefer not to discloseHow can we help?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