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PerspectiveNewsletter

July 2014

We’re Growing With You

By: Brenda Bartlett

PWL has a new look—and a new outlook on the future

Over the past five years, PWL’s growth has been consistently strong, but the last 12 months have been exceptional with total assets increased by 40%. We may even break through $1 billion in assets under management this year! This is all thanks to you. Being in a strong business position allows us to build our client service teams, add talent and expertise to our firm, and get even better at what we do.

You may also have noticed we have a new look, thanks to the great work of our partner, TAXI Communications, http://taxi.ca. Our logo and colours may have changed, but our core values remain anchored on “doing the right thing” for our clients each and every day. In fact, we created a new tagline, Long Live Your Money, to reflect that mission.

If you would like to read more about how we used your input to shape our new brand with TAXI, visit www.pwlcapital. com/longliveyourmoney.

Our time has come

As we look forward, we are energized about the future. There is a grassroots movement among Canadians searching for a better way to invest, and we want to lead the charge.

PWL has always managed portfolios differently from most. Our investment philosophy is based on science, not fads. We follow the overwhelming academic evidence that supports capturing the returns of the global markets. A dozen years ago, our advisors were pioneers in using these market-based strategies. Now, more and more Canadians are coming around to embrace our way of investing.

As you can see, there are many good things going on at PWL. As our firm grows and matures, you can rest assured that you will continue to enjoy the personal service that is our hallmark.

Thank you for your loyalty, ongoing business and trust in PWL.

Brenda Bartlett

President & Chief Operating Officer
PWL Capital Inc.
Montreal