Your PWL advisor in Toronto
The PWL difference: Every client is unique
We offer integrated financial planning and investment management services. We have no hidden fees, so you get unbiased advice. No hype. Just solid common sense.
Our PWL advisors at the Toronto office have a combined 50 years' 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.
Jane Baker, Investment Advisor and Partner, uses her trademarked pragmatic style and draws on 25 years' experience for her affluent Toronto clients. She uses a sensible but holistic planning approach to help clients set and achieve realistic financial goals, so they can live the lives they want.
Kathleen Clough, Investment Advisor, focuses on developing strong, caring bonds with her clients. The customized solutions she develops for them draw on her 25 years' professional experience. She takes some of the worry off your shoulders, organizes your financial affairs and ensures that smart financial decisions are made.