Cameron Passmore

Portfolio Manager at PWL Capital and co-host of The Rational Reminder Podcast. Guides the conversation and provides insights on investing.

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Apr 15, 2025 • 1h 30min

Ep 433: When You 10X Your Advisory Firm To Over $20M Of Revenue… And Want To 10X Again with Cameron Passmore

Cameron Passmore, CEO of PWL Capital, takes listeners through his journey of scaling his wealth management firm from $2 million to over $20 million in revenue. He reveals how serving early Shopify employees and building a strong content engine drove client acquisition. Cameron discusses the strategic merger for future growth, investments in data management for improved client experiences, and the importance of networking in uncovering new business opportunities. His insights on creating a planning-first approach stand out in the Canadian financial landscape.