Finding and funding good lives for Canadians Our role is to work closely with our clients to help them find and fund a good life. We believe a good life is not limited to wealth accumulation and risk-adjusted returns. We accompany our clients through financial and non-financial considerations that deserve consideration when making life’s major decisions. We believe framing financial decisions through the lens of living a good life, measured by life satisfaction, is likely to lead to better outcomes. At PWL Capital, we have been working for over 25 years for Canadian families to achieve better outcomes. Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukon How did you hear about us?*ReferralYouTubePWL Live Event (Webinar, Q&A)Rational Reminder PodcastSocial MediaRational Reminder CommunityMedia and PressGoogleOtherInvestable Assets*under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to discloseHow can we help?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ IIROC AdvisorReport Meet our Client Relationship Team We offer comprehensive wealth management services to Canadian investors. The PWL Capital team can help you achieve your financial goals. Contact us for more information. Ben Wilson Advisor Services Lead, Associate Portfolio Manager, CFP®, CIM® PWL Capital Team Jaclyn Cecereu Financial Planner, Investment Advisor, CFP®, BComm. PWL Capital Team Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU PWL Capital Team Brady Plunkett Portfolio Manager CIM®, CFP® PWL Capital Team Phillip Briggs Associate Portfolio Manager, Financial Planner CFP®, CIM® PWL Capital Team Melissa Laursen Financial Planning Associate, Investment Advisor QAFP™ PWL Capital Team Jordan Carter Financial Planning Associate, Investment Advisor, CFA, CFP®, CIM® PWL Capital Team Mathieu Huneault Investment Advisor, Financial Planning Associate, CFP® PWL Capital Team Model Portfolio For illustration purposes only. Actual client portfolios may differ. As of May 31, 2022. 40% Stocks - 60% Bonds 50% Stocks - 50% Bonds 60% Stocks - 40% Bonds 70% Stocks - 30% Bonds 80% Stocks - 20% Bonds 100% Stocks - 0% Bonds Model Portfolio Performance 40% Stocks - 60% Bonds YTD Return -5.61% 1-Year Total Return -2.80% 3-Year Annualized Return 4.38% 5-Year Annualized Return 3.52% 10-Year Annualized Return 5.29% 20-Year Annualized Return 5.16% Worst Drawdown (05/2007-02/2009) -18.90% Drawdown - Time to Recovery (from the bottom) 11 months 20-Year Annualized Standard Deviation 5.50% Model Portfolio Performance 50% Stocks - 50% Bonds YTD Return -5.45% 1-Year Total Return -1.68% 3-Year Annualized Return 5.70% 5-Year Annualized Return 4.34% 10-Year Annualized Return 6.21% 20-Year Annualized Return 5.63% Worst Drawdown (05/2007-02/2009) -24.70% Drawdown - Time to Recovery (from the bottom) 14 months 20-Year Annualized Standard Deviation 6.73% Model Portfolio Performance 60% Stocks - 40% Bonds YTD Return -5.21% 1-Year Total Return -0.55% 3-Year Annualized Return 6.91% 5-Year Annualized Return 5.07% 10-Year Annualized Return 7.15% 20-Year Annualized Return 6.09% Worst Drawdown (05/2007-02/2009) -30.10% Drawdown - Time to Recovery (from the bottom) 20 months 20-Year Annualized Standard Deviation 7.96% Model Portfolio Performance 70% Stocks - 30% Bonds YTD Return -4.97% 1-Year Total Return 0.58% 3-Year Annualized Return 8.12% 5-Year Annualized Return 5.81% 10-Year Annualized Return 8.14% 20-Year Annualized Return 6.56% Worst Drawdown (05/2007-02/2009) -35.10% Drawdown - Time to Recovery (from the bottom) 23 months 20-Year Annualized Standard Deviation 9.23% Model Portfolio Performance 80% Stocks - 20% Bonds YTD Return -4.68% 1-Year Total Return 1.63% 3-Year Annualized Return 9.34% 5-Year Annualized Return 6.53% 10-Year Annualized Return 8.91% 20-Year Annualized Return 6.90% Worst Drawdown (05/2007-02/2009) -39.80% Drawdown - Time to Recovery (from the bottom) 24 months 20-Year Annualized Standard Deviation 10.50% Model Portfolio Performance 100% Stocks - 0% Bonds YTD Return -3.89% 1-Year Total Return 4.30% 3-Year Annualized Return 11.79% 5-Year Annualized Return 7.94% 10-Year Annualized Return 10.63% 20-Year Annualized Return 7.66% Worst Drawdown (05/2007-02/2009) -48.00% Drawdown - Time to Recovery (from the bottom) 48 months 20-Year Annualized Standard Deviation 13.03%
Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU PWL Capital Team