Finding and funding good lives for Canadian Dental Practitioners

Our role is to work closely with our partners to help our dental practioners 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.

What We Do

We're With You Every Step of the Way

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  • Retirement Planning

    Retirement Planning

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  • Estate & Legacy Planning

    Estate & Legacy Planning

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  • Insurance

    Insurance

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  • Tax Preparation & Planning

    Tax Preparation & Planning

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  • Investment Management

    Investment Management

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  • Professional Practice Planning

    Professional Practice Planning

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How easy is it to become a client

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  • Getting to Know You
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  • Collecting Your Data
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  • Coming Together
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  • Onboarding and implementing
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  • Reviewing and Updating
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Investment Industry Regulatory Organization of Canada

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.

    Who We Are

    Investing in our future to serve more Canadian Dental Practioners

    At PWL, we invest heavily in recruiting and training the best talents from across Canada.  These investments are allowing us to provide more dedicated services to our growing clientele and will allow us to welcome even more Canadian families to work with us. We are proud to announce that we can now offer our services to investors who have $1 million in investable assets or more.

    We are often asked questions about how we serve clients from coast-to-coast, our approach to investing and how our fee-only services differ from financial institutions and other wealth management firms.

    Who We Are

    Investing in our future to serve more Canadian Dental Practioners

    At PWL, we invest heavily in recruiting and training the best talents from across Canada.  These investments are allowing us to provide more dedicated services to our growing clientele and will allow us to welcome even more Canadian families to work with us. We are proud to announce that we can now offer our services to investors who have $1 million in investable assets or more.

    We are often asked questions about how we serve clients from coast-to-coast, our approach to investing and how our fee-only services differ from financial institutions and other wealth management firms.

    Frequently Asked Questions