Categories Ideas & Insights Categories Personal Wealth Advanced Investing Market Research Behavioural Finance Starting Out DIY Investing Business Wealth Living in Retirement Uncategorized Family Stewardship & Philanthropy PWL News & Events Investing For Your Future Compliance & Governance Global Economics & Capital Markets Managing Your Investor Mindset/Behavioral Finance Portfolio Engineering Concepts Financial & Tax Planning Concepts The New Retirement Investment Strategy Planning for Retirement Market Insights Planning For Your Retirement Landing Page Does PWL offer fee-only services? PWL operates under a fee-only compensation model, meaning our clients pay us a fee for the wealth management services we provide. PWL does not sell […] Read more Is PWL an independent firm? Yes! PWL was founded in 1996 as an independent firm and has remained so ever since. This independence means that we can serve you without outside influence or pressure. Our employees are our shareholders. We are 100% employee-owned and operated. Together, we developed a hundred-year ownership vision that ensures we will remain fiercely independent and continue to provide conflict-free financial advice and portfolio management services to our clients. Read more What are “Investable Assets”? The term ‘Investable Assets’ include all liquid and near-liquid assets, including brokerage accounts, retirement accounts, RRSPs, TFSAs, trusts, etc. It does not include the value […] Read more What are PWL fiduciary duties? PWL was founded on the belief that our client’s best interests should be at the heart of every decision we make. PWL has a team […] Read more What is PWL Wealth Management Philosophy? Our role is to assist clients in finding and funding a good life. We believe in accompanying our clients through the non-financial considerations that deserve […] Read more Who does PWL work with? PWL is honoured to work with well over a thousand Canadian families coast to coast, ranging from tech entrepreneurs, and business leaders, to retirees. We […] Read more Who manages my money and is it safe? Our carrying broker, National Bank Independent Network (NBIN), safeguards your assets, as they are responsible to execute and monitor all trade orders and administrative requests […] Read more