All episodes of The Rational Reminder Podcast

The Rational Reminder Podcast · 2025-08-21 · 56 min · 11,713 words

Episode 371: Banks Sell Products, Not Advice

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This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from two Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer, and Cameron Passmore, Chief Executive Officer at PWL Capital. Welcome to episode 371. And in addition to a great topic that you will talk about in the main part of today, Ben, it's a very exciting episode for us to get a chance to introduce you. to all our listeners and our viewers to the newest team that's joined us.

So listeners have heard us talk a lot or frequently about how we're looking for new advisors to join. So we announced earlier this month that we are welcoming Taylor and Connor Hewson, who are co-owners of TCM Financial Studio. in Regina, Saskatchewan to the PWL team. So they're the first in our new world. They are a great team, Taylor and Connor and Crystal, who's the office manager, phenomenal three humans, planners, professionals, and all around, really nice, good people, third generation advisory firm in the prairies.

So today we had a chance to have a conversation with them to hear about their decision, the process, why they did it, and what's in it for their clients. So it's a great story and they're good guys. Great business, great planners, great people. Super excited to be welcoming them.

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