SIMPLIFYING WEALTH FOR CANADIANS

Helping you frame financial decisions through the lens of living a good life

 

Investment Industry Regulatory Organization of Canada

Meet our Client Relationship Team

We offer comprehensive Wealth Management services to Canadians. The PWL Capital team can help you achieve your financial goals. Contact us for more information.

    Finding & Funding a Good Life Webinar

    Is a higher paying job with longer hours worth it? How should you prioritize saving for the future against enjoying life today? Should you rent or own your home?

    There is a lot more to a good life than wealth accumulation.

    The definition of what is a good life comes down to what you think it is.

    Wednesday, September 27 at 12:00pm EST

    Latest Ideas & Insights

    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of August 31, 2023.

    • Model Portfolio Performance 40% Stocks - 60% Bonds
      YTD Return 5.44%
      1-Year Total Return 5.98%
      3-Year Annualized Return 3.53%
      5-Year Annualized Return 3.23%
      10-Year Annualized Return 4.58%
      20-Year Annualized Return 5.09%
      Worst Drawdown (05/2007-02/2009) -18.90%
      Drawdown - Time to Recovery (from the bottom) 11 months
      20-Year Annualized Standard Deviation 5.77%
    • Model Portfolio Performance 50% Stocks - 50% Bonds
      YTD Return 6.13%
      1-Year Total Return 6.98%
      3-Year Annualized Return 4.93%
      5-Year Annualized Return 3.93%
      10-Year Annualized Return 5.35%
      20-Year Annualized Return 5.65%
      Worst Drawdown (05/2007-02/2009) -24.70%
      Drawdown - Time to Recovery (from the bottom) 14 months
      20-Year Annualized Standard Deviation 6.98%
    • Model Portfolio Performance 60% Stocks - 40% Bonds
      YTD Return 6.82%
      1-Year Total Return 7.99%
      3-Year Annualized Return 6.31%
      5-Year Annualized Return 4.56%
      10-Year Annualized Return 6.09%
      20-Year Annualized Return 6.21%
      Worst Drawdown (05/2007-02/2009) -30.10%
      Drawdown - Time to Recovery (from the bottom) 20 months
      20-Year Annualized Standard Deviation 8.20%
    • Model Portfolio Performance 70% Stocks - 30% Bonds
      YTD Return 7.46%
      1-Year Total Return 8.91%
      3-Year Annualized Return 7.67%
      5-Year Annualized Return 5.15%
      10-Year Annualized Return 6.91%
      20-Year Annualized Return 6.76%
      Worst Drawdown (05/2007-02/2009) -35.10%
      Drawdown - Time to Recovery (from the bottom) 23 months
      20-Year Annualized Standard Deviation 9.44%
    • Model Portfolio Performance 80% Stocks - 20% Bonds
      YTD Return 8.15%
      1-Year Total Return 9.94%
      3-Year Annualized Return 9.15%
      5-Year Annualized Return 5.78%
      10-Year Annualized Return 7.50%
      20-Year Annualized Return 7.21%
      Worst Drawdown (05/2007-02/2009) -39.80%
      Drawdown - Time to Recovery (from the bottom) 24 months
      20-Year Annualized Standard Deviation 10.68%
    • Model Portfolio Performance 100% Stocks - 0% Bonds
      YTD Return 9.53%
      1-Year Total Return 12.02%
      3-Year Annualized Return 12.36%
      5-Year Annualized Return 7.02%
      10-Year Annualized Return 8.90%
      20-Year Annualized Return 8.22%
      Worst Drawdown (05/2007-02/2009) -48.00%
      Drawdown - Time to Recovery (from the bottom) 48 months
      20-Year Annualized Standard Deviation 13.16%

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