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General

  • Why have I never heard of PWL Capital before?

    PWL Capital and its advisors are well-known among many of the leading fund and investment managers in the industry, as well as some of Canada’s most discerning families, professionals and business owners.

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  • Why should I work with PWL instead of my bank’s advisors?

    We go above and beyond typical investment management by advising on your overall financial well-being. We manage your portfolio, but we also help you with financial planning goals for you and your family, cottage or other properties, business and charitable giving.

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  • Why would an independent private firm be better for me?

    Working with independent advisors, such as one of our PWL teams, protects you from the conflicts of interest and commission-based selling common to many financial institutions, mutual funds and bank-related investment firms.

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PWL Capital
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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.

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