Season 6 / Episode 3

Build a Portfolio that Assumes the Market is “Right” with guest Cameron Passmore, CIM®, FMA, FCSI, Executive Chairman and Portfolio Manager, PWL Capital

In the episode, host Jeff Bernier welcomes guest Cameron Passmore, CIM®, FMA, FCSI, Executive Chairman and Portfolio Manager at PWL Capital in Canada. Cameron shares his firm’s strong belief in evidence-based investing and why they believe so strongly in the philosophy.

Jeff and Cameron discuss the importance of an advisor’s role in going deep with clients who often aren’t thinking broadly enough or deeply enough when it comes to formulating goals.

The episode concludes with the topic of portfolio construction – why it’s crucial to know your definition of risk, the importance of a plan and sticking with it, and what the industry loves to sell you but Cameron believes isn’t needed.

Check out PWL’s white paper on non-financial considerations they’ve deemed worthy of consideration in financial decisions: Finding and Funding a Good Life

Find Jeff’s latest release, The Money & Meaning Journey, which covers many of the same topics discussed in this podcast in more depth here.

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We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email moneyandmeaning@tandemgrowth.com.