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 - Toronto
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.
Our clients benefit from semi-annual performance reporting, regular meetings, financial planning, and systematic rebalancing.
Justin and Shannon offer a level of personal service and expertise that I have not found from any other advisor. The ability to have nearly all of my financial needs met in one place is invaluable and, even more importantly, I appreciate knowing that I will always receive a prompt response to my questions.
Justin, Shannon and PWL Capital have demonstrated a confident professionalism and realistic understanding of my financial situation and expected requirements. They have given me the sense of security and trust that I am looking for: I feel that I am in good hands.
PWL has provided me with the peace of mind that comes from knowing my investments aren't exposed to unnecessary risks. They've always made a point of promptly answering any questions I've had and processing all my instructions in an expeditious manner, which has led to a very positive working relationship.
We decided to sign on with Justin and Shannon at PWL Capital for several reasons: the passive investment model, good interpersonal skills, transparency with regards to fees, and adherence to the fiduciary standard. I would have no hesitation to recommend this team.
We have received outstanding guidance and support from Justin and Shannon. We especially value the math-based rationale and emphasis on asset location and tax implications. And then there is the highly responsive and accommodating style—including custom performance reports—reasonable fees, and willingness to go above and beyond.
Shannon and Justin are a rare find in the industry. Before switching I was being charged up to 2.5% in hidden fees. PWL took the time to set me up with a plan that openly states their fees and clearly articulated the nature of the investments. It’s refreshing to meet a team so up-to-date with the latest technology. I can't recommend this team's services enough.
We both felt very comfortable with the planning process and the obvious skills of Shannon and Justin. We feel confident about working together in the future with all members of the team.
PWL Capital has handled my finances for about 10 years. My confidence level is high as I start into a time of life when significant transitions are made. I rest assured that PWL and its staff are on top of my financial affairs and work within a conservative, reliable and standards-driven organization.
Investors have the right to demand value for the fees they pay. Download our brochure to learn more about the portfolio management and financial planning services offered by PWL Capital’s Toronto team.
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