The Rational Reminder Podcast: Episode 385: A Case Study on Pension Benefits vs. Commuted Values (opens in new tab)

In this episode, we feature two conversations that highlight PWL’s culture, values, and intentional approach to advice. We first sit down with Trevor Daigle and Brett Watt, founders of EB Wealth in Halifax, to talk about why they chose to merge their thriving independent practice with PWL — PWL’s first acquisition in Atlantic Canada. Trevor and Brett open up about what they saw in PWL’s infrastructure, culture, and client-first philosophy, the internal hurdles they had to clear (including the...