Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Cameron Passmore

๐Ÿ‘ค Speaker
144 total appearances

Appearances Over Time

Podcast Appearances

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

If it were, it would be much easier to be a Leafs fan.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

All statements and opinions presented herein are those of the individual host and or guests.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

and are current only as of this communication's original publication date.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

No one should be surprised if they have all since recanted.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Neither One Digital nor PWL Capital has any obligation to provide revised statements and or opinions in the event of changed circumstances.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

See you next time.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

Good to be back.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

Yeah, good to be back.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

It's episode 406.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

Exciting to get into the main topic later on this episode.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

But before we get to that, exciting news that many people have probably already heard by the time this episode is coming out, but

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

PWL made a pretty cool acquisition in Vancouver, BC, partnered up with the McDonald's, Shimco and company team out in Vancouver.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

So we now have a great team out there and officially a PWL office space.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

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.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

And this is a great team to be partnered with.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

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 Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

The CFP is a prerequisite, and it's kind of elevating the profession to a higher advanced planning level.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

Absolutely.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

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.

The Rational Reminder Podcast
Episode 406: When Massive Private Companies Go Public

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.