The Beat Goes on at PWL

By: Brenda Bartlett

Over the past several months, you’ve probably noticed lots of changes happening at PWL. We officially changed our name to PWL Capital Inc., the name that you now see on monthly statements and portfolio performance reports. We developed a new brochure to help clients and others better understand our message. And now, we’re excited to announce some further changes unfolding.

First, our new logo, which you can see on the front of this redesigned newsletter. The logo combines our new name, presented in a bold font to reflect the strength, integrity and confidence of our company, with the pyramid symbol, which references PWL’s proprietary Defined ObjectivesTM wealth management framework. We chose this symbol because its broad base represents the foundation of helping our clients set clear financial objectives, while the tapering towards the top represents the journey of helping our clients reach the pinnacle of their financial success.

We decided to join the pyramid symbol together with our name to reflect the strong partnership between PWL and our clients. Together, the two elements reinforce our focus on understanding the holistic needs of each client, our integrated approach to financial planning and investment management, and doing what’s right for our clients each and every day.

A second exciting development was the launch of our new website in June at www.pwlcapital.com. One of our objectives in updating the website was to make it easier for you to access the information you need. To that end, we’ve made the user navigation easier and clearer, and located the client login feature at the top left corner of every page for your convenience.

Because we believe that the strength of any firm lies in its people, we also wanted to use the website to showcase the advisors in our four offices, and give you an opportunity to get to know more about them. Each advisor has what is essentially a self-contained website within the overall PWL site. Click on an advisor’s name, and you’ll find an overview of his or her practice, academic and professional credentials, team members, testimonials, and even lists of recommended reading. Our Broadcast Centre contains articles written by PWL advisors, as well as our previous newsletters, and our monthly publication Economic Pulse. In the Webcasts section, you can listen to our advisors as they discuss investment strategy on Ottawa radio station CFRA.

We wanted to be able to use the website as a way of helping you to get to know our advisors on both a professional and personal level, and to encourage dialogue between clients and advisors. Our new interactive section, Advisor Insight, gives you the chance to read and comment on postings made by our advisors on both professional and personal topics. Check out Andrew Baechler’s recent running experiences (bears included) and cheer him on for his next race!

We’re very proud of our new website, and hope that you’ll be excited by the interactive features it provides. Let us know what you think!