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 - Ottawa
Our clients benefit from semi-annual performance reporting, regular meetings, financial planning, and systematic rebalancing.
We focus on what we can control: selecting an asset mix, managing risk, minimizing fees and taxes, and encouraging discipline.
We are paid directly by our clients, so our advice is never influenced by commissions or incentives from financial products.
We started using Nancy as our sole investment advisor almost 3 years ago. In that time, we have never had a cause for regret. We are very happy with PWL's investment strategy and we know we can largely "ignore" our investments, trusting that our portfolio is being well managed. Nancy takes the time to understand her clients and tailors communication to their needs. She is very flexible in meeting as frequently or infrequently as we prefer and we always find our meetings with her informative and worthwhile.
Excellent customer service and good results.
Excellent approach to hands off investing...have not looked at financial news in over 2 years ... index investments are doing well and the PWL team takes care of the details.
I have found the level of service working with Nancy to be personal, respectful and comprehensive.
She meets with me personally twice a year to review the performance of my portfolio; we regularly review my tolerance for risk. She responds directly to my requests for advice. I have found Cheryl, Nancy’s assistant, to be very efficient and helpful in all my dealings with her.
After several years of working with Nancy, I ended my dealings with a second advisor and now work exclusively with Nancy.
Excellent service and considerate of my individual circumstances. Down to earth language and communications, investment strategy and approach. PWL is excellent for investment services and financial planning. That is why I am a client.
I was searching for a way to increase portfolio diversification while keeping both the fees and any required active involvement to a minimum. Cameron and the PWL team both met and exceeded these goals.
PWL Capital understands the importance of getting to know their client first, in particular, their unique investment requirements. It is only after their due diligence and attention to detail that an investment approach and asset allocation will be recommended to suit your needs or those of your family or business.
Many years ago, our family entrusted Cameron Passmore and the team at PWL with our future financial security. We love working with Cameron because of the passion, discipline and diligence he brings to our relationship. The investment decisions Cameron makes on our behalf, and the fees charged to manage our account, are transparent, well-structured and exceptionally easy to understand. Thank you, Cameron, for the peace of mind you bring to our investments.
Dan Solin is the bestselling author of the Smartest series of investing books, which have been enthusiastically endorsed by The New York Times, The Wall Street Journal, and Vanguard founder John Bogle, among others. Dan’s Smartest series of investment books changed the way hundreds of thousands of Americans invest their hard earned money.
265 Carling Avenue, 8th Floor, Ottawa, Ontario K1S 2E1
Beating the market is harder now than it has ever been. In this short information-packed book, Larry Swedroe explains why investors are better off investing in low-cost passive funds than trying to achieve abnormally high returns.
PWL published a custom edition of this book with a foreword co-written by Benjamin Felix and Dan Bortolotti.