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.


The Taxation of Investment Returns

By: Susan Daley · December 6, 2017 - 0 comments

When investing your money for the long-term, it is important to focus on things you can control. One of the items you can control is the amount of tax you pay on your investments. In today’s video I outline how investments are taxed personally once you’ve maxed out your tax sheltered 

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End of Year Tax Planning

By: Peter Guay · December 5, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. In my last housekeeping video I spoke about keeping your financial house in order including going over the documents you need to review and update every year to stay on top of things. 

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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.