PWL Capital enjoys strategic relationships with a number of firms that assist our advisors in executing our investment approach with great confidence, precision, and efficiency. These include:
Morningstar Inc., a US-based firm renowned for independent thought leadership in investment research and asset-class investing.
Dimensional Fund Advisors Canada Inc., the Canadian subsidiary of the world leader in institutional-grade asset-class investment funds, based in Austin, Texas. Dimensional provides PWL Capital with fundamental research in asset-class investing.
Exchange-Traded Funds are investment vehicles that are used to build low-cost, tax-efficient portfolios. PWL Capital uses ETFs (BlackRock, Vanguard, State Street) to gain exposure to certain asset classes and reduce portfolio risk through broad global diversification. BlackRock also provides PWL Capital with fundamental research in asset-class investing.
PWL Advisors Inc. is an affiliate company to PWL Capital Inc. PWL Advisors Inc. provides financial planning and other related services to clients of PWL Capital Inc. Both entities are wholly owned by PWL Gestion Inc.
Meet the Advisors