PWL Capital delivers real value to its clients with a disciplined investment approach and a focus on personal service.
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PWL Capital - Montreal
Our clients benefit from semi-annual performance reporting, regular meetings, financial planning, and systematic rebalancing.
We are paid directly by our clients, so our advice is never influenced by commissions or incentives from financial products.
We focus on what we can control: selecting an asset mix, managing risk, minimizing fees and taxes, and encouraging discipline.
Tony and his team have helped me to organize my financial affairs and achieve significant tax efficiencies, despite my extremely busy lifestyle. They have considerably reduced this burden for me and my family.
Throughout the 2008/9 recession and the associated financial market collapse, Tony and his team were calm, focused and sanguine concerning the ultimate recovery. Their advice was an important factor in persuading me not to liquidate my portfolio and thereby miss the rapid recovery in value later in 2009.
The PWL Capital team is simply the best in the country. PWL’s client care and services have been absolutely superb, from my very first meeting with Peter, Tony and their colleagues to my frequent and regular interactions with them. There are so many different things on which to focus in our busy lives, but I rest easy knowing that PWL is looking after my investments.
Anthony Layton has served as my financial advisor for more than 20 years. I value his judgment and have relied exclusively on his skill in managing both my finances and my estate planning during a less than salubrious time for the markets. I have recommended him to colleagues, to friends and to family and do so unstintingly.
Tony and Peter bring a personal touch to a very personalized approach to wealth management in all its dimensions. They are our true partners.
During 2008 and 2009, Tony’s discipline kept me on track to fully capture the market recovery. He and his team ensured that my investment decisions didn’t get sidetracked by the media noise and my own emotions.
PWL Capital worked with Larry Swedroe to produce a Canadian Edition of his book, Playing the Winner’s Game: Think, Act, and Invest Like Warren Buffet.
This book outlines the problems that most investors experience, and how they can be solved with an investment philosophy like PWL Capital's.