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Welcome to the 433rd episode of the Financial Advisor Success Podcast ! Cameron is the CEO of PWL Capital, a wealthmanagement firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. Welcome everyone!
Whether you’re a plan advisor, we support you in that endeavor, but what we’re partnering with Claire on today is to talk about the wealthmanagement side and the rollover side of the equation. We’ve got whitepapers on all of these topics that help advisors communicate this to their clients.
And if you want to join the right for higher ethics in financialadvice, join the Transparent Advisor Movement. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent wealthmanagement practice for the benefit of clients.
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