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CHANGE YOUR
INCOME'S OUTCOME

At PWL Capital, we’re on a mission to change the way Canadians invest. We take the guesswork out of managing your portfolio.

No fads. No guesswork. No drama.

Who We Are

PWL Capital is a privately owned wealth management firm that manages more than $2 billion in client assets. PWL provides discretionary portfolio management services with integrated financial planning from offices in Montreal, Toronto, Ottawa and Waterloo.

What We Do

Premium Ongoing Service

Our clients benefit from semi-annual performance reporting, regular meetings, financial planning, and systematic rebalancing.

Science-based Portfolio Management

We focus on what we can control: selecting an asset mix, managing risk, minimizing fees and taxes, and encouraging discipline.

Unbiased Financial Advice

We are paid directly by our clients, so our advice is never influenced by commissions or incentives from financial products.

Blogs

The Portfolio Performance Report: Your “How Am I Doing?” View

By: Nancy Graham · January 18, 2018 - 0 comments

What do a good portfolio performance report and a sunny day have in common? The answer: You’re best off enjoying the light each one sheds, without getting burned or blinded by too much of either. In other words, a thoughtfully designed portfolio performance report should provide you with the information you need, without burying you in a big, fat data dump. 

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2017 Review

By: Raymond Kerzérho · January 17, 2018 - 0 comments

2017 was a standout year, with accelerating global growth and positive returns in the equities and fixed-income markets. Global GDP picked up speed, advancing from average growth of 2.5% in recent years to 3.0%. The unemployment rate continued its downward trend in most developed countries. 

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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.