Episode 406: When Massive Private Companies Go Public

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from Three Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer, Dan Bordelotti, portfolio manager, and Ben Wilson, head of M<unk>A at PWL Capital. Good to be back. Yeah, good to be back. This is episode 406.

Exciting to get into the main topic later on this episode. But before we get to that, exciting news that Many people have probably already heard by the time this episode is coming out, but PWL made a pretty cool acquisition in Vancouver, BC, partnered up with the McDonald's, Shimko and company team out in Vancouver. So we now have a a great team out there and officially a PWL office space. So

As we continue to grow and find like-minded advisors that are implementing a similar philosophy and financial planning-driven approach to their clients, we are expanding our presence across the country and this is a great team to be partnered with. Pretty well-known financial planning firm has been around for a long time and pioneers in that industry, specifically fee-only planning, I think originally. It's getting to have them on board. If the only planning pedigree and they went into portfolio management and on that side of the business, they're super, super aligned with the way that PWL operates. You said pioneers, Dan.

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