At PWL Capital, we’re on a mission to change the way Canadians invest. We take the guesswork out of managing your portfolio.

No fads. No guesswork. No drama.

Who We Are

PWL Capital is a privately owned wealth management firm that manages more than $2 billion in client assets. PWL provides discretionary portfolio management services with integrated financial planning from offices in Montreal, Toronto, Ottawa and Waterloo.

What We Do

Premium Ongoing Service

Our clients benefit from semi-annual performance reporting, regular meetings, financial planning, and systematic rebalancing.

Science-based Portfolio Management

We focus on what we can control: selecting an asset mix, managing risk, minimizing fees and taxes, and encouraging discipline.

Unbiased Financial Advice

We are paid directly by our clients, so our advice is never influenced by commissions or incentives from financial products.


Switching Employers

By: Susan Daley · February 21, 2018 - 0 comments

There are lots of moving parts in your finances if you choose, or are forced, to change employers. It can also be a stressful time worrying about finding a new job, making ends meet, and handling all of life’s other activities. I offer up some things to think about when switching employers that may or may not be on your radar in today’s video.

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Matrimonial Regimes & How They Affect Your Finances

By: Peter Guay · February 20, 2018 - 0 comments

What are marriage or matrimonial regimes? A matrimonial regime sets the rules for managing property and debts accumulated during marriage and how they will be divided in case of divorce or if one spouse passes away. There are essentially two marriage regimes in Quebec: Partnership of Acquests (the default regime) and Separation as to property. 

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Should you buy bitcoin?

By: Ben Felix · February 16, 2018 - 0 comments

Remember that bridge your mother warned you about – the one everyone else was jumping off of? If you ask me, it’s an adage worth its weight in gold, especially as it applies to the current bitcoin craze. 

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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.