• 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 […]

  • 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.

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]