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.

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1About You
2About Your Investments

Investment Industry Regulatory Organization of Canada

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.

    Model Portfolio

    For illustration purposes only. Actual client portfolios may differ. As of May 31, 2022.

    • 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%