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.


Boomers: 3 Posts to Start 2018 Right

By: Kristine van der Pas-Norenius · January 12, 2018 - 0 comments

Your health, happiness and retirement are likely on your mind if you are a baby-boomer. As we move into the third stage of our lives, our ‘next third’, we are facing considerable changes and likely some uncertainty. How will my health hold out? Am I ready to retire? What will I do to be happy and fulfilled? Here are three posts from the Next3rd blog that will help you set your intentions for 2018:

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Defined Benefit Pension Plans

By: Susan Daley · January 10, 2018 - 1 comment

Individuals with defined benefit pension plans are often envied by those of us not as fortunate to have them. Why is that the case? In short, these pension plans provide a defined annual amount you’ll receive throughout your retirement for as long as you live. For more detailed information about these employer pensions, how they are calculated, and potential drawbacks, watch my most recent episode of Your Money, Your Choices.

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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.