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.
In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
The Year-End Positive Focus: Finding Optimism Amidst Challenges
Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits
Are you ready for the ”Big Four” transitions of aging?
”Hey Alexa, is the 60/40 portfolio dead?”
Why is Cyber Crime on the Rise and How Can You Protect Yourself?
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast