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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

Are Your Adult Kids Sabotaging Your Retirement?

By: Kristine van der Pas-Norenius · December 13, 2017 - 0 comments

62% of Canadian boomers feel their retirement is jeopardized because of the financial support they provide their adult children according to a recent TD Bank survey. Nearly half of adults in their 20’s live at home. Supporting your adult children can hurt your retirement plans and your sanity. Here are three tips to help you co-exist with your ‘boomerang’ kids while protecting your retirement nest egg.

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The Most Boring Battle Ever: Bond ETFs or GICs?

By: Justin Bender · December 13, 2017 - 0 comments

If ever there were a contest held for “Canada’s Most Boring Investment Ever,” I’ll bet that bond ETFs and guaranteed investment certificates (GICs) would duke it out in the final round. We buy them to offset our more glamorous (and more risky) stock funds with some sensible dependability. Then, thankless crowd that we are, we cringe at their related paltry returns. 

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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.