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 work with clients who have $1 million or more in investable assets and are interested in evidence-based investing and a holistic view of their financial wellbeing. We believe low-cost, broadly diversified portfolios provide the best outcomes for investors. We also believe in accompanying our clients by providing services, insights, and knowledge for them to enjoy a fulfilling and meaningful life.

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