The Rational Approach to Wealth Management with Cameron Passmore

Cameron Passmore is Executive Chairman and Portfolio Manager at PWL Capital, one of Canada’s premier independent advisory firms that puts its people and clients at the heart of its purpose. He’s also co-host of the Rational Reminder podcast with Ben Felix, a leading advocate for evidence-based, systemic investing, and is dedicated to the continuous development of people, knowledge, and technology.

In this episode, we discuss PWL’s client-centric approach, how they structure the organization to align with purpose, building a nationally-recognized brand centered on improving financial literacy, the Canadian advisory landscape and the misalignment of incentives, and more.

Please enjoy our conversation with Cameron Passmore..