Episode 385: A Case Study on Pension Benefits vs. Commuted Values

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from two Canadians. We're hosted by me, Benjamin Felix, Chief Investment Officer, and Ben Wilson, head of M<unk>A at PWL Capital. Welcome to episode 385. We are welcoming some special guests to this podcast, Trevor Daigle and Brett Watt, who recently just joined PWL. It's our first acquisition in Atlantic.

Canada. They come from a team called EB Wealth based in Halifax, Nova Scotia. So super excited for that conversation to chat about what led to their decision to come and join PWL, any obstacles that came in the road throughout their process, but ultimately what excited them and what they're looking forward to going forward. They're a great couple of guys.

People will hear as they answer the questions that we ask, but they're just through and through good people. Super excited to have them here. Super excited for PWL to have a presence in Atlanta, Canada. That's pretty exciting in the evolution of our firm. Their practice EB wealth, very similar to PWL.

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