Cameron Passmore
๐ค SpeakerAppearances Over Time
Podcast Appearances
If it were, it would be much easier to be a Leafs fan.
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See you next time.
Good to be back.
Yeah, good to be back.
It's episode 406.
Exciting to get into the main topic later on this episode.
But before we get to that, exciting news that many people have probably already heard by the time this episode is coming out, but
PWL made a pretty cool acquisition in Vancouver, BC, partnered up with the McDonald's, Shimco and company team out in Vancouver.
So we now have a great team out there and officially a PWL office space.
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.