Testimonials
"During the past 18 years that Kathy Clough has been my Financial Planner, not only has she helped to build my net worth, but also my understanding of investing and planning for the future. She has provided excellent recommendations on asset management, tax preparation and effectiveness, retirement and Estate planning. Capitalizing on the PWL approach of goals and targets, Kathy has provided me customized investment plans that take into consideration my entire portfolio of PWL and non-PWL assets. Our annual reviews are used to update the goals, consider risk tolerance, market benchmarks and my own life changes, and then adjust plans as necessary.
Kathy has leveraged her network of professional colleagues in PWL and the industry to recommend Trustees, overseas tax experts and Employment Lawyers. She has assisted me with Estate planning that involves Canadian and US trusts, and with tax solutions while I resided in the UK for some years. I have the utmost confidence in Kathy."
Retired Senior Corporate Executive
Now residing in Toronto
"The foundation of our business relationship is based on trust. Kathy is a seasoned professional who provides regular communication with the ability to navigate and provide advice through today's complex investment world."
Linda and David Hunter, Toronto
"I have known and worked with Kathy Clough for over 25 years. In the early going, Sarah and I relied on Kathy’s initiative and experience to support our financial planning – life insurance, retirement planning, estate planning and annual tax preparations. More recently, we have retained Kathy and PWL to manage an investment portfolio and the performance has had positive results. Through the years, she has also helped us develop and implement a number of tax efficient strategies, and at all times made the process understandable and crisp. The fundamental aspect of this relationship has been our trust in Kathy and the importance she has placed in our well being. She is an excellent source of information, has prompted us to follow through on issues we have discussed, and has definitely contributed to our sense of comfort that our financial affairs are in good order. Importantly, Kathy has ensured that both Sarah and I have been fully involved in the process."
Wayne Fraser, Toronto
"Over the past ten years we have received the perfect combination of advice and guidance from Kathy – PWL’s objective, research-oriented investment strategies managed and delivered with Kathy’s personal touch and holistic approach, resulting in great comfort that our family’s financial planning strategy is aligned with our life goals. We look forward to the next ten years of working together."
Alex Luby & Peter Riggin, Toronto