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Personal Wealth

Personal Wealth
Peter Guay
Peter Guay

Where There’s a Will, There Are Three Basic Documents

PWL Capital
2017-06-6T10:00:37 June 6, 2017

In today’s post, let’s keep up that momentum, by going over the three key documents that make up a solid estate plan at any stage in your life. These are: your will, your power of attorney and your mandate.

Read More
Personal Wealth
Anthony Layton
Anthony Layton

What you need to know about the long arm of the U.S. Internal Revenue Service

May 26, 2017
Personal Wealth
Personal Wealth
Anthony Layton
Anthony Layton

Introducing Family Matters with Tony Layton

May 26, 2017
Personal Wealth
Family Stewardship & Philanthropy
Peter Guay
Peter Guay

Have You Got a Will?

May 23, 2017
Family Stewardship & Philanthropy
Personal Wealth
Anthony Layton
Anthony Layton

Tony’s Take: Five rules when buying a cottage

May 19, 2017
Personal Wealth
Business Wealth
Peter Guay
Peter Guay

Why “Do It Together”?

May 9, 2017
Business Wealth
Business Wealth
Peter Guay
Peter Guay

Introducing “Do It Together” Financial Planning

May 9, 2017
Business Wealth
Personal Wealth
Anthony Layton
Anthony Layton

Tony’s Take: Life companies escape new reporting rules

Apr 24, 2017
Personal Wealth
Business Wealth
Anthony Layton
Anthony Layton

Tony’s Take: Industry groups resist ‘client best interest’

Mar 27, 2017
Business Wealth
Personal Wealth
Anthony Layton
Anthony Layton

Why CEFEX Matters for PWL clients

Feb 21, 2017
Personal Wealth
Personal Wealth
Anthony Layton
Anthony Layton

Tony’s Take – End embedded commissions

Jan 16, 2017
Personal Wealth
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  • Family Stewardship & Philanthropy

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  • Compliance & Governance

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Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

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