Personal Wealth
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Life Insurance is a key part of many families’ risk strategy. A key question is how much do you need?

Life Insurance is a key part of many families’ risk strategy. A key question is how much do you need? The key to determining the amount of life insurance that’s necessary is to understand what happens financially if you or your spouse dies. The goal is to have your loved ones be able to sustain their standard of living without having to make big sacrifices.

Advanced Investing
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Calculating and Understanding your Portfolio Returns

Evaluating investment performance is not as easy as observing your rate of return. A rate of return is only as meaningful as the methodology used to find it, and the benchmark that it is being compared to. The most common rate of return calculation methodologies are money-weighted rate of return, time-weighed rate of return, and Modified Dietz which is sort of like a hybrid of the two.

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    Meet PWL Financial Advisors

    At PWL Capital, our focus is simple: we do what’s right for you, each and every day. In return, clients like you have rewarded us with more than two decades of trust, loyalty and respect.

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      Waterloo

      20 Erb St. W
      Suite 506
      Waterloo N2L 1T2 ON

      Toronto

      8 Wellington Street East
      3rd Floor
      Toronto M5E 1C5 ON

      Ottawa

      265 Carling Avenue
      8th Floor
      Ottawa K1S 2E1 ON

      Montreal

      3400 de Maisonneuve Ouest
      Suite 1501
      Montreal H3Z 3B8 QC