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

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.

Premium Ongoing Service

Our clients benefit from semi-annual performance reporting, regular meetings, financial planning, and systematic rebalancing.


The Investment Process

By: Susan Daley · September 13, 2017 - 0 comments

Once you’ve mastered some important personal finance tasks, you might be ready to invest your savings. Most individuals think that this is where they need to go out and find the next Google and invest in it. In today’s video, I outline why that’s actually one of the last steps when it comes to investing your money and what you need to do first.

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Why you should open up an RESP as soon as possible

By: Peter Guay · September 12, 2017 - 0 comments

Did you know that the average student debt load in Canada is $27,000? As thoughts turn to back to school, paying for your child’s education becomes top of mind and that often means a Registered Education Savings Plan or RESP. In this video, I’ll tell you why an RESP can be a beneficial savings tool for your child’s education and why you should open one as early as possible. Here’s a hint, both levels of government contribute to it.

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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.