Benjamin Felix

All right.

Well, I don't think listeners are going to be disappointed in the level of nerdiness in this episode.

So we appreciate that.

Mike, thanks a lot for coming on the podcast to talk about your paper.

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision-making from free Canadians.

We are hosted by me, Benjamin Felix, Chief Investment Officer, Dan Bortolotti, Portfolio Manager, and Ben Wilson, Head of M&A at PWL Capital.

A fee-only planning pedigree and they went into portfolio management and on that side of the business, they're super, super aligned with the way that PWA operates.

You said pioneers, Dan, I was going to say OGs, but you know.

Yeah.

They're one of the oldest financial planning firms around and have been in business for a very, very long time.

And they've been super involved with moving the financial planning profession in Canada forward.

Very cool to have them part of our team.

Yeah, the RFP is a more advanced kind of version of the CFP, I guess.

IAFP, who issues the RFP designation, is a very cool organization that, as you said, McDonnell or Shimko has been heavily involved with, as was one of PWL's founders, Tony Layton, back in the day.

Very cool to partner with these guys.

Makes a ton of sense, I think, for both firms.

It seems like a pretty good opportunity for advisors to talk to a group of people that have spent a lot of time thinking about practice management and succession.

Awesome.

All right, should we jump into the main topic?

Let's do it.