Financial Advisor Series
These webinars are 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.
One Year In: What We Learned from PWL's First Acquisition
Taylor and Connor Hewson are the third generation of a family advisory practice in Saskatchewan. A year ago, they joined PWL Capital as the firm's first acquisition, and on August 13 they're sitting down to reflect on that journey. What drew them to PWL, what the experience of joining actually felt like, how the culture compared to what they expected, and what they would tell another advisor who is starting to ask the same questions they were. It's a conversation about the biggest professional decisions of their lives, told a year later with the perspective that only time can give you.
Inside PWL's Client Experience
At PWL, the client experience is the foundation of how we have built our business. The tools we use, the questions we ask, and the way we structure planning conversations all reflect a deliberate point of view about what good advice actually looks like.
Cameron Passmore, Braden Warwick, Trevor Daigle, and Ben Wilson will share how PWL approaches planning and what that looks like in practice. This includes a look at our planning checklist, a risk questionnaire, and goals exercise. We will discuss how these tools elevate the client experience and how the drive better conversations. You will hear directly from Trevor, who will share firsthand insights on his transition to PWL and the impact this has had on his clients.
Is Your Firm Built for the Next Decade? Live Q&A
Most advisors don’t plan their next chapter until something forces the conversation.
Growth stalls.
Capacity gets stretched.
Or they realize the platform they’re on isn’t built for where they want to go.
By that point, options are often more limited than they expected.
In this live, open Q&A you have an opportunity to ask direct, candid questions about what it looks like to build the next stage of your career intentionally.
What Kind of Firm Do You Want to Work In?
Many advisors reach a moment in their career where they begin asking a simple question: Is the firm I work with aligned with the way I want to serve clients?
In this session, we took an inside look at the culture behind PWL Capital and why more advisor teams across Canada were choosing to join a unified, planning-first platform. supporting advisors, and the real experience of transitioning into the firm.
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 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.
If you’d rather explore your situation privately, you can book a confidential conversation with our team.
Meet the Presenters
Portfolio Management and brokerage services are offered by PWL Capital Inc., which is regulated by 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., and is 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.