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MBA, CFA, Portfolio Manager

Graham Westmacott

Portfolio Manager, Waterloo. Graham believes wealth management should be based on facts and repeatable processes, rather than stories about the future.

PWL Headshot: Graham Westmacott

Two years, without interruption, in the Antarctic looking for the ozone hole provided Graham early valuable lessons: (i) money and wealth are not the same (ii) facts are more easily acquired than empathy.

Graham subsequently spent a decade on technology transfer from the government to the private sector in the UK, U.S., and Canada. Third lesson: if you want to help change people’s behaviour, change their environment.

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  • Firstly, I want to say I am very pleased with Graham's financial advice. Over the 7 years we have worked together, he has taken much time to listen carefully to my need to have my retirement funds safe and to the myriad work/life changes that came along.

  • We have been working with Graham from early 2009, and  joined him at PWL Capital in May 2010 . During this time Graham has acted as our financial adviser in the early years of our retirement, and has provided us with help and advice, giving  growth and security within our portfolio, in excess of our RRIF withdrawal requirements.

  • Graham Westmacott and Susan Daley provide the best service one could ever expect. They are extremely realistic and I perceive them as being most concerned with what is best for us and our situation rather than just focused on sales.

  • Graham, more recently joined by Susan, has been our financial advisor since 2006 and we moved to PWL with him in 2010. Graham's ability to analyze each client's situation, preferences and needs seems outstanding to us.

Westmacott & Daley

Contact the Westmacott & Daley Team

Westmacott & Daley Team

20 Erb St. W
Suite 506
Waterloo
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