What We Do

PWL’s client services are incredibly good. Any questions or concerns are addressed promptly and thoroughly. I always feel well taken care of.

Many years ago, our family entrusted Cameron Passmore and the team at PWL with our future financial security. We love working with Cameron because of the passion, discipline and diligence he brings to our relationship. The investment decisions Cameron makes on our behalf, and the fees charged to manage our account, are transparent, well-structured and exceptionally easy to understand. Thank you, Cameron, for the peace of mind you bring to our investments.

Thanks for hounding me, I appreciate it, you guys are the best.

Tony and Peter bring a personal touch to a very personalized approach to wealth management in all its dimensions. They are our true partners.

I have found the level of service working with Nancy to be personal, respectful and comprehensive. She meets with me personally twice a year to review the performance of my portfolio; we regularly review my tolerance for risk. She responds directly to my requests for advice. I have found Cheryl, Nancy’s assistant, to be very efficient and helpful in all my dealings with her. After several years of working with Nancy, I ended my dealings with a second advisor and now work exclusively with Nancy.

We feel confident that our portfolio is in good hands and that our interests are looked after. We have easy access to Peter and Tony and appreciate the relationship that has been built. Most of all, we appreciate the confidentiality afforded to us by placing our interests with PWL.