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PWL Capital

Goals Survey Summary

Published: October 20, 2022
Contributors
Stock market investment trading graph in graphic concept suitable for financial investment or Economic trends business idea. Vector illustration design.

Dimensional Equity Funds

Published: October 13, 2022
Contributors
  • PWL Headshot: Raymond Kerzerho

Financial Planning Assumptions – (Market Capitalization Weighted Portfolio)

Published: September 9, 2022
Contributors
  • PWL Headshot: Raymond Kerzerho

Financial Planning Assumptions

Published: March 17, 2022
Contributors
  • PWL Headshot: Raymond Kerzerho

Financial Planning Assumptions

Published: October 21, 2021
Contributors
  • PWL Headshot: Raymond Kerzerho

The Safe-Keeping of your Assets

Published: October 30, 2020

NBIN Best Execution Public Disclosure Statement

Published: September 4, 2018
Personal Wealth

Introducing/carrying broker disclosure statement

Published: September 4, 2018

How IIROC Protects Investors

Published: September 4, 2018
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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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