Your PWL advisor in Montreal
The PWL difference: Every client is unique
We offer integrated financial planning and investment management services. We do not sell products or have any hidden fees; so you get unbiased advice. No hype. Just solid common sense.
In 1996, PWL's first office opened in Montreal. Since then, we have served the needs of affluent Montreal families, businesspeople, and professionals. Our experienced advisors are available to provide you with solid advice.
James Parkyn, Portfolio Manager and Founding Partner, has been a trusted financial advisor to private-wealth clients since 1983. His clients are business executives, owners and professionals with complex financial situations.
Anthony S. Layton, Portfolio Manager and Founding Partner, specializes in integrating total solutions for affluent Canadian families. His clients are business owners, professionals, retired executives, and philanthropists for whom he has provided expert, disciplined and reasoned financial advice over the past 30 years.
Portfolio Manager and Partner, Hélène Gagné is known for her retirement planning and investment expertise. Professionals, businesspeople and retirees have benefited from her advice since 1985. Hélène is the author of Maximisez votre capital retraite (published by Les Éditions Transcontinental), and is highly present in the electronic and print media.
Caroline Nalbantoglu, Senior Financial Planner, thoroughly analyses the needs of business executives, entrepreneurs, professionals and retirees and develops customized and comprehensive financial plans to achieve their defined objectives. On a fee-only basis, her financial plans include investment, estate, life insurance and tax planning needs.