Your PWL advisor in Toronto
The PWL difference: Every client is unique
We believe in a culture where our advice to our clients is beyond reproach. We offer wealth management services which integrate financial planning and investment management. We have no hidden fees, so you get unbiased advice. No hype. Just solid common sense.
Our PWL advisor team at the Toronto office has extensive experience providing clients with financial peace of mind. They invest time up-front to understand you, define your objectives and build a custom financial strategy to reduce your risk and maximize value.
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Kathleen Clough and Justin Bender, focus on developing strong, caring bonds with their clients. The customized solutions developed for them draw on the depth of Kathy’s 30 years of professional experience and Justin’s recently minted CFA designation. They take some of the worry from your shoulders, organize your financial affairs and ensure that smart financial decisions can be made.
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Portfolio Management and brokerage services are offered by PWL Capital Inc, a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).
Financial planning and insurance products are offered by PWL Advisors Inc.