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.


What Are Stock Options (and How Do They Work)?

By: Nancy Graham · April 26, 2018 - 0 comments

When your employer offers you stock options, it’s usually to thank you for a job well done, and to encourage you to stick around. It’s nice to be recognized for your contributions, but you may well wonder what it is you just received. Stick around for today’s “No Dumb Question,” and you’ll soon find out. 

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What I Learned from a Year Long Shopping Ban

By: Susan Daley · April 18, 2018 - 0 comments

I knew I could be saving more. My ongoing spending wasn’t aligned with my stated values. So starting in September of 2015, I completed a year-long shopping ban. This week’s video outlines how the ban worked and the lessons I learned while not shopping for a year.

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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.