Finding and funding good lives for Canadian Dental Practitioners Our role is to work closely with our partners to help our dental practitioners 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. Your Trusted Advisors Our certified advisors are ready to help you plan your future and your practice based on the goals that matter to you. Ben Wilson Advisor Services Lead, Portfolio Manager, CFP®, CIM® PWL Capital Team Jaclyn Cecereu Financial Planner, Associate Portfolio Manager, CFP®, CIM 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 PWL Capital Team Mathieu Huneault Financial Planning Associate, Investment Advisor CFP, CIM® PWL Capital Team Nicholas Donovan Financial Planning Associate, Investment Advisor PWL Capital Team Kelly Thomas Financial Planning Associate, Investment Advisor PWL Capital Team Mark McGrath Financial Planner, Associate Portfolio Manager, CFP®, CIM®, CLU PWL Capital Team Louai Bibi Financial Planning Associate, Investment Advisor, CFP® PWL Capital Team Joel Barwick Financial Planning Associate, Investment Advisor, CFP® PWL Capital Team Our Services We're With You Every Step of the Way We offer a personalized approach to wealth management, anchored by following the academic evidence in everything we do. This philosophy allows us to serve as the leaders in our clients’ financial strategies. We help successful Canadians bring their complexities together. Harmonizing Financial and Non-Financial Objectives Retirement Planning and Projections Evidence Based Portfolio Management Compensation Optimization for Incorporated Professionals Corporate Structuring Opportunities Tax Optimized Strategies (IPP, RRSP, TFSA, RESP, and more) Insurance Needs Analysis and Risk Management Estate Planning & Supporting the Next Generation Philanthropy & Charitable Giving CIRO Advisor Report How Wealth Management Works for Doctors and Dentists We help manage your high income, optimize tax savings, and help you plan for retirement. With our guidance on investments and debt management, you can focus your time on your practice while we ensure your financial future is secure. Personalized Financial Assessment We begin by assessing your current financial status, career trajectory, and personal goals. This comprehensive evaluation is crucial for understanding the specific financial dynamics of medical and dental professionals. Custom Strategy Development Using the insights from the assessment, we design a personalized wealth management plan. This includes addressing debt management from medical school, structuring investments for growth, and planning for practice expansion or succession. Strategy Implementation With a plan in place, we move forward by implementing tailored financial strategies. Whether it's diversifying investments, optimizing tax strategies, or setting up retirement plans, we ensure your financial assets are working as hard as you do. Ongoing Management and Review Wealth management is an active and ongoing process. We continuously monitor and adjust your financial plan to adapt to changes in your career, the healthcare industry, and the broader economic landscape. Who We Are Since 1996, we’ve held the belief that our clients’ interests should always come first. We created an innovative boutique that offers a personable and sophisticated approach that’s completely centered on your goals. Our commitment to evidence-based ideas and excellent client service is foundational to everything we do. We use the latest academic research and modern technology to create better outcomes for families we partner with. $3.6B Assets Under Management (Dec 2023) 26 years in business Over the past two decades PWL has built a reputation for integrity and excellence by putting our clients’ unique financial and family goals first. 1,250 Families We serve some of Canada’s most prominent families, with wealth that spans generations, including technology entrepreneurs whose vision is impacting the future. 70 Employees Our advisors are there to coach you and help you stay on track to achieve your financial goals. Service Across Canada Wherever you are, we’ll be in touch. Check out our story Finding & Funding Good Lives Brochure PWL Capital is committed to understanding our clients’ evolving needs and providing customized solutions and to support what they need to thrive in their financial journey. Frequently Asked Questions What are “Investable Assets”? The term ‘Investable Assets’ include all liquid and near-liquid assets, including brokerage accounts, retirement accounts, RRSPs, TFSAs, trusts, etc. It does not include the value […] Read more Who does PWL work with? 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 […] Read more What are PWL fiduciary duties? PWL was founded on the belief that our client’s best interests should be at the heart of every decision we make. PWL has a team […] Read more Does PWL offer fee-only services? PWL operates under a fee-only compensation model, meaning our clients pay us a fee for the wealth management services we provide. PWL does not sell […] Read more What is PWL Wealth Management Philosophy? Our role is to assist clients in finding and funding a good life. We believe in accompanying our clients through the non-financial considerations that deserve […] Read more Who manages my money and is it safe? Our carrying broker, National Bank Independent Network (NBIN), safeguards your assets, as they are responsible to execute and monitor all trade orders and administrative requests […] Read more
Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU PWL Capital Team