Financial Advisor Series

What Is Your Next Chapter?

You’ve built a practice. You’ve earned trust. And now you’re at a moment that many great advisors quietly reach: what should the next chapter of my career look like?

This webinar, which aired on February 25, is designed for advisors who own their client relationships and want to evaluate what kind of platform, philosophy, and team you want behind you as the industry evolves.

DETAILS

What we covered

Explore the mission driving PWL Capital’s growth and why more advisor teams are choosing to join a unified, planning-first platform

See how an integrated planning, research, and technology infrastructure can support consistency, scale, and advisor efficiency

Hear directly from an advisor who recently transitioned to PWL and what the experience looks like day-to-day

Learn how confidential conversations, evaluation, and transition processes work for advisors considering the next stage of their firm’s evolution

This session is intended for fiduciary-minded advisors who believe in evidence-based investing, client-first planning, and building long-term advisory practices that extend beyond individual teams. If you are exploring strategic growth, partnership, or succession options, this webinar will provide a clear and practical perspective on what the future could look like.

Meet the Presenters

Cameron Passmore

Chief Executive Officer, Portfolio Manager,
CIM®, FMA, FCSI®

 

Ben Wilson

Head, Mergers & Acquisitions Architecture, Portfolio Manager, CFP®, CIM®


 

Connor Hewson

Senior Wealth Advisor, Portfolio Manager, CFP®, CIM®

Braden Warwick

Financial Planning Product Architect, PhD

 

Governance_Logos_ENG_All-White
Portfolio Management and brokerage services are offered by PWL Capital Inc., A OneDigital Company, which is regulated by the Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).
 
Financial planning and insurance products are offered by PWL Advisors Inc., A OneDigital Company, and are regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.