We believe you should have an advisor who continuously adds value. At PWL, we help you stay focused. Behavioural coaching and managing expectations both lead to better investment decisions.
We follow scientifically-proven methods to drive results, such as implementing an asset allocation strategy with low-cost and low-turnover passive funds; rebalancing a portfolio when it drifts away from its long-term asset mix, and staying away from active trading to produce higher returns with less risk.
At PWL, we follow an evidence-based approach to investing. Our investment philosophy is rigorously defined by scientific principles that have been developed and refined over time.
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.
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.
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.