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Learn what makes us different

Our clients appreciate that we take the time to understand all their financial needs, and not just their investments. They get peace of mind from knowing we act in their best interest at all times. And they understand that we take a long-term approach to investing, with strategies based on academic research.

We listened to their comments and we’ve responded with the PWL Promise, our pledge to all clients:

“The benefits of having money do not come without the challenge of protecting it. We protect wealth by relying on statistically proven principles and delivering a personalized service tailored to clients’ portfolios and objectives. We don’t follow investment fads. It is our proven approach that helps our clients sleep better knowing they have financial plans in place designed not only for them, but also for their loved ones in the future. After all, people do not simply trust us with their money; they trust us with their legacies. We take that seriously.”
 

At PWL, our commitment to our clients’ success can be summed up in four simple but profound words:

LONG LIVE YOUR MONEY

Centre for Fiduciary Excellence, LLC (CEFEX)

PWL is among the first Investment Advisors firms globally to successfully complete CEFEX’s independent certification process.

CEFEX is an independent global assessment and certification organization that helps determine the trustworthiness of investment fiduciaries. CEFEX certification means that the organization recognizes PWL’s compliance with a defined standard of practice, and that PWL has demonstrated its adherence to the industry's best practices and is positioned to earn the public's trust.

The annual certification process involves a detailed assessment of operational data and procedures, as well as on-site interviews with key personnel.

PWL is registered at www.cefex.org, where its certificate can also be viewed.

Global Association of Independent Advisors (GAIA)

GAIA is an international network of independently owned investment advisory firms, whose overriding commitment to fiduciary excellence ensures they always put their clients' interests first.

PWL Capital is the only Canadian firm to have qualified for GAIA thus far. Membership in GAIA is strictly limited to fee-based wealth advisors who are not aligned with financial institutions. And GAIA members are required to obtain and maintain CEFEX certification.

Learn about how we invest

 

Meet PWL's Advisors