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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 $1 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.

Unbiased Financial Advice

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

Science-based Portfolio Management

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

Blogs

What to Do with your Tax Refund

By: Susan Daley · May 24, 2017 - 0 comments

You’ve likely already deposited any tax refund you received for your 2016 income taxes by now. But don’t buy that big screen TV just yet! First, watch my latest video on what you should be doing with your tax refund, depending on why you got it in the first place and your current financial situation.

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Have You Got a Will?

By: Peter Guay · May 23, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. Today, I’m kicking off my new series by exploring the “why,” “what,” and “how” of having a good will in place.

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Introducing: Common-Sense Investing with Ben Felix, MBA, CFA

By: Ben Felix · May 19, 2017 - 0 comments

The truth is easier to keep track of than a pack of lies. That’s just common sense. So is most of investing, even though many in the financial industry would have you believe otherwise. To help you separate financial facts from sales-oriented fiction – and then invest accordingly – I am pleased to host PWL Capital’s newest YouTube series: Common-Sense Investing.

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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.