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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

Business Owners and Their RRSPs: Are You “Willing, Able and Ready” To Save?

By: Nancy Graham · February 23, 2017 - 0 comments

If you’re like most business owners, you wear many hats in your life, each competing for financial attention. Beyond the basics of funding your Registered Retirement Savings Plan (RRSP), business owners face specialized questions like: When and how should you direct business profits into an RRSP account … or should you? And how do you balance funding your retirement and reinvesting in your thriving enterprise?

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CRM2, Your Car Mechanic, and the Dilemma of Expert Advice

By: Jennifer Vachon · February 20, 2017 - 0 comments

You might not guess it, but your friendly neighborhood car shop and that polished Bay Street banker up the road actually have a lot in common. Sure, “Jack the Mechanic” and “Jill the Financier” may dress differently and possess dramatically different skill sets, but they still share an important trait: they both expose you to what we call the dilemma of expert advice.

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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.