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Our Story

The p|w|m Advisory Group story is similar to that of many other small businesses. It started with an idea that developed into a vision that grew into a successful company, one client at a time. 

Believing in the guiding principle of collaboration, Richard Tremblay and Jim Pelot, co-Founders of p|w|m Advisory Group, have built a team of compassionate, knowledgeable and experienced financial specialists. The team’s singular purpose is to find and deliver creative solutions to help Canadians Live Well and Retire Better.

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