Cameron Passmore
speaker
491 appearances
11 recordings
2 series
first heard Apr 2026
last heard 13 Aug
Cameron Passmore’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 11 in all, peaking in Jun 2026 with 4.
Appearances
The Rational Reminder Podcast · Episode 406: When Massive Private Companies Go Public · 23 Apr 2026
podcast
As we continue to grow and find like-minded advisors that are implementing a similar philosophy and financial planning-driven approach to their clients, we are expanding our presence across the country.
And this is a great team to be partnered with.
Some of their early founders were part of creating the RFP designation, which is the Registered Financial Planning designation, which has now become known as almost a step above the CFP.
The CFP is a prerequisite, and it's kind of elevating the profession to a higher advanced planning level.
Absolutely.
In the spirit of PWL's growth and what we're doing on the M&A inorganic growth side, we're trying to build up what we're calling an integrated wealth management firm, which is a bit unique in the independent space in Canada in particular.
But we're trying to focus on the idea that markets work and planning matters and trying to find like-minded partners that are looking to be part of something bigger.
We have started a monthly webinar series that's primarily directed at advisors.
By the time this episode comes out, the next one is slated for May 26th.
Keep an eye out for news on that episode.
But those webinars are kind of centered around what's your next chapter, exploring what might be possible, how PWL's model might be different, and looking at...
what you might want to consider through your succession options and be curious.
It's always important to think ahead to your succession plan, even if you're not ready to make that move in your career.
They've always been great discussions so far.
We've already done a few of those and lots of engagement, lots of great questions and people are just curious to learn more.
And that's all it's about, making connections and learning from each other.
Yeah, let's do it.
I think this is also a fascinating example of how different changes in the markets can impact investor behavior, which we'll be commenting on throughout the episode as well.
It's a huge number.
When investors are thinking SpaceX is going to have a big impact to the index, it may be you're fearing what the headlines are saying without actually understanding the actual implication.
Showing 441–460 of 491 · page 23 of 25
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