Meet Our Team
We are your partner in life and wealth
Specialist financial planners and investment advisors
We offer a wide and powerful range of financial, investment and long-term wealth planning services for individuals, families and businesses.
Multi-disciplinary, our work is strategic, forward-thinking and – above all – based on realism, caution and accountability. There are no quick fixes or short cuts.
Senior Wealth Advisor
Senior Portfolio Manager
Sebastien is the founder and principal Advisor at PWA. With over 20 years of experience in wealth management and an in-depth personal and professional understanding of the unique financial challenges and opportunities that impact physician financial health and wealth, he founded PWA to provide clients with knowledgeable, unbiased, and fiduciary financial guidance that they can trust.
He is passionate about helping physicians achieve financial independence, an interest that grew out of his own personal experience as a spouse and brother-in-law of two physicians. He assists a broad range of clients, from residents to retired physicians, in navigating the investment and financial planning landscape.
Senior Investment Advisor Assistant
Wealth & Estate Planning Specialist
With a strong professional background in physician-focused financial planning and over 23 years in the financial planning field, Murs is a creative strategist and works closely with our clients throughout the entire financial planning process. With a father who is a vascular surgeon, he also understands the unique circumstances that physicians and their families face.
His approach is pro-active, holistic, and involves gaining a clear view of our client’s needs, values, and aspirations throughout the discovery and planning process. With a collaborative, unbiased, and educational approach, Murs constructs strategic plans that focus on our client’s life goals and which provide a clear step-by-step process to achieving those goals.
Wealth & Estate Planning Specialist
Lara partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals, and business owners. Lara is dedicated to providing effective and customized solutions for each clients’ unique goals. Lara holds the financial planner designation F.Pl and is a financial security advisor who is committed to the financial success of our Québec-based clients.
Chair, PWA Physician Advisory Board
Dr. Lindner works with us in a consultancy capacity and as Chair of the PWA Physician Advisory Board, contributing to our core principle of serving physicians’ best interests and being responsive to their needs and values.
Dr. Lindner has a keen interest in wealth optimization for physicians which grew out of her own financial journey with many missed opportunities and wrong turns along the way. Having learned the basics of finance and financial management later in her career, she is now passionate about sharing her own experiences and knowledge with fellow physicians to help them become empowered and avoid the mistakes she made. She is involved in financial literacy curriculum development for residents and is a contributing speaker at our financial literacy events.
Board Member, PWA Physician Advisory Board
Rishi Kapadia from HK CPA runs a boutique accounting and tax practice that focuses solely on physicians. Prior to founding HK CPA, Rishi worked at a Big 4 accounting firm and received his Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designations, after which he moved to Canada’s largest mid-size firm to further develop his experience working with physician clients and other small businesses.
Married to a physician, Rishi brings both a personal and professional perspective to the PWA advisory board.
Board Member, PWA Physician Advisory Board
With a background in and passion for medical education, and a keen interest in physician financial literacy, Mark brings a valuable perspective to the PWA Physician Advisory Board. After completing Medical school, Mark went on to build and run Canada’s leading exam prep service, MedSckool Reviews.
Born in Sri Lanka, raised in Toronto and educated internationally, Mark joined the Ivey School of Business at Western University to complete his MBA (’16), leveraging all of his work and life experiences towards a fulfilling career in healthcare technology, medical education and entrepreneurship.
