Capital Team Get in touch Menu Get in touch Get in touch For 25 years, PWL Capital has managed portfolios for an exclusive clientele who are interested in securing their economic future. We manage the long-term retirement planning and wealth management needs of successful Canadian families. Using a transparent and scientifically sound approach, the PWL Capital team will develop a personalized plan that protects your money and produces long-term value. Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI PWL Capital Team 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. Brenda Bartlett President, CEO PWL Capital Team Brenda is President, CEO and Board Director of PWL Wealth Management Inc. Her career of more than 25 years, has allowed her to develop her strengths in business performance improvement, digital marketing transformation, and leading change. Client Relations Ben Wilson Advisor Services Lead, Associate Portfolio Manager, CFP®, CIM® PWL Capital Team Jaclyn Cecereu Financial Planner, Investment Advisor, CFP®, BComm. PWL Capital Team Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU PWL Capital Team Brady Plunkett Portfolio Manager CIM®, CFP® PWL Capital Team Phillip Briggs Associate Portfolio Manager, Financial Planner CFP®, CIM® PWL Capital Team Melissa Laursen Financial Planning Associate, Investment Advisor QAFP™ PWL Capital Team Jordan Carter Financial Planning Associate, Investment Advisor PWL Capital Team Mathieu Huneault Financial Planning Associate, Investment Advisor PWL Capital Team Cadence Berry Project Support Officer PWL Capital Team Kelly Thomas Financial Planning Associate, Investment Advisor PWL Capital Team Mark McGrath Financial Planner, Associate Portfolio Manager, CFP®, CIM®, CLU PWL Capital Team Louai Bibi Financial Planning Associate PWL Capital Team Joel Barwick Financial Planning Associate, CFP® PWL Capital Team Private Services Group Matthew Gour Private Services Lead, Portfolio Manager, CFP®, CIM® PWL Capital Team Robert Little Associate Portfolio Manager - Family Office Services, CIM®, CFA PWL Capital Team Lukas Fleck Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM® PWL Capital Team Justin Nichols Investment Analyst, Investment Advisor PWL Capital Team Denise Dixon Finance Manager PWL Capital Team Travis Feddema Wealth Management Analyst, Associate Portfolio Manager PWL Capital Team Hsinny Tseng Finance Administrator PWL Capital Team James Passmore Wealth Management Administrator , Investment Advisor PWL Capital Team Hamza Bin Arif Investment Analyst – Family Office Services, CFA, ACCA PWL Capital Team Brennan Forrest Lessard Finance Manager, Family Office Services, CPA PWL Capital Team Nicholas Donovan Financial Planning Associate, Investment Advisor PWL Capital Team Max Vitrotti Wealth Management Analyst, Investment Advisor QAFP PWL Capital Team Research Benjamin Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM® PWL Capital Team Raymond Kerzérho Senior Researcher, Head, Shared Services Research, CFA PWL Capital Team Braden Warwick Wealth Management Research Associate, PhD PWL Capital Team Operations Mohit Sharma Operations Administrator, Investment Advisor PWL Capital Team Margret Martinez Sr. Operations and Project Analyst PWL Capital Team Matthew Hui Trading Associate, Investment Advisor, CIM® PWL Capital Team Lara Khoury Senior Business Analyst PWL Capital Team Francesca Fraga Manager, Operations & Service PWL Capital Team Phil Casarotto Head, Operations and Strategic Projects PWL Capital Team Jake Fleming Manager, Trading, Investment Advisor, CIM® PWL Capital Team Laura Spencer Operations Administrator, Investment Advisor, FMA PWL Capital Team Ashley Capitano Operations Administrator PWL Capital Team Paul Bertrand Trading Associate, Investment Representative PWL Capital Team Luc Larocque Business Analyst PWL Capital Team Katherine Pineda Team Lead Operations, Compliance Processes & Controls PWL Capital Team Anne Griffith Advisor Operations Team Lead, Investment Representative PWL Capital Team Czarina Dane Estrellas Operations Analyst PWL Capital Team Jordan Lavallée Operations Analyst PWL Capital Team Caroline Larosa Operations Analyst PWL Capital Team Nicholas Danaher Trading Associate, Investment Advisor PWL Capital Team Maxime Joubert Operations Administrator PWL Capital Team Christine Dolap Senior Operation Analyst PWL Capital Team Nabiya Jilani Operations Administrator PWL Capital Team Finance Karine St. Amour Chief Financial Officer PWL Capital Team Quynh Vu Finance Director PWL Capital Team Audra Hunwicks Accounting Technician PWL Capital Team Claire Roberge Finance Project Manager PWL Capital Team Jeanelle Bermejo Accounting Technician PWL Capital Team Culture Tessa McGirr Lead, People & Culture PWL Capital Team Kaddeem Williams Brissett People and Culture Specialist PWL Capital Team Kim Nguyen Senior People & Culture Specialist PWL Capital Team Jacqui Rosete Office Administrator PWL Capital Team Compliance Karine Deslandes Chief Compliance Officer, Chief Privacy Officer PWL Capital Team Cheryl Gillies Senior Compliance Officer, Portfolio Manager, CIM® PWL Capital Team Transition Team Nancy Graham Transition Lead, Portfolio Manager, PA, CA, CIM®, CFP PWL Capital Team Information Technology Dushyant Kaushik Business Systems Analyst PWL Capital Team Celline Butuem Soares Intermediate Systems Administrator PWL Capital Team Rami Hindieh Head, Data & Business Intelligence, MBA, P.Eng PWL Capital Team Julian Gallego Data Engineer PWL Capital Team Alberto Gordo Senior System and Network Administrator PWL Capital Team Annabelle Jamias IT User Support PWL Capital Team Marketing Claresta Riyanto Marketing & Design Coordinator PWL Capital Team Abejane Alvarez Senior Graphic Designer PWL Capital Team Angelica Montagano Head of Brand Experience PWL Capital Team Matthew Gambino Multimedia Specialist PWL Capital Team IIROC AdvisorReport 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?*ReferralYouTubePWL Live Event (Webinar, Q&A)Rational Reminder PodcastSocial MediaRational Reminder CommunityMedia 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
Cameron Passmore Executive Chairman, Portfolio Manager, CIM®, FMA, FCSI PWL Capital Team 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.
Brenda Bartlett President, CEO PWL Capital Team Brenda is President, CEO and Board Director of PWL Wealth Management Inc. Her career of more than 25 years, has allowed her to develop her strengths in business performance improvement, digital marketing transformation, and leading change.
Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU PWL Capital Team
Lukas Fleck Sr. Wealth Management Analyst, Investment Advisor, Associate Portfolio Manager, CIM® PWL Capital Team