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. What We Do We're With You Every Step of the Way Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Commodo velit do voluptate non Lorem cillum sunt tempor. Service 1 Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Service 2 Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Service 3 Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Service 4 Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Service 5 Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Service 6 Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. What We Do We're With You Every Step of the Way Retirement Planning We work with you to identify your cash flow needs and account for multiple scenarios to bring you peace of mind and help determine when you can expect to comfortably retire. Estate Planning We consult with you and your other service providers to make sure everything is accounted for and your estate will be optimally managed. Service Across Canada Not close to one of our offices across Canada? No problem! We offer comprehensive service to all our clients from coast to coast for their financial needs. How easy is it to become a client Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Commodo velit do voluptate non Lorem cillum sunt tempor. Deserunt nostrud commodo Lorem et reprehenderit incididunt incididunt deserunt aliqua nisi aliquip pariatur veniam laboris. Cupidatat cupidatat ad tempor veniam sint incididunt officia. Reprehenderit incididunt deserunt labore id reprehenderit qui anim voluptate adipisicing et. Step 1 2 3 4 5 Getting to Know You Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Collecting Your Data Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Coming Together Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Onboarding and Implmenting Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Reviewing and Updating Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. How easy is it to become a client Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Commodo velit do voluptate non Lorem cillum sunt tempor. Deserunt nostrud commodo Lorem et reprehenderit incididunt incididunt deserunt aliqua nisi aliquip pariatur veniam laboris. Cupidatat cupidatat ad tempor veniam sint incididunt officia. Reprehenderit incididunt deserunt labore id reprehenderit qui anim voluptate adipisicing et. Getting to Know You Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Collecting Your Data Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Coming Together Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Onboarding and implementing Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. Reviewing and Updating Adipisicing incididunt adipisicing qui labore reprehenderit veniam nisi sunt do proident. Velit commodo laboris proident aute pariatur proident proident non consectetur voluptate voluptate tempor dolore reprehenderit. CIRO Advisor Report Your Trusted Advisors We offer comprehensive wealth management services to Canadian investors. The PWL Capital team can help you achieve your financial goals. 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 Kelly Thomas Financial Planning Associate, Investment Advisor PWL Capital Team Mark McGrath Financial Planner, Associate Portfolio Manager, CFP®, CIM®, CLU PWL Capital Team Who We Are Investing in our future to serve more Canadian families 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 families 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 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
Retirement Planning We work with you to identify your cash flow needs and account for multiple scenarios to bring you peace of mind and help determine when you can expect to comfortably retire.
Estate Planning We consult with you and your other service providers to make sure everything is accounted for and your estate will be optimally managed.
Service Across Canada Not close to one of our offices across Canada? No problem! We offer comprehensive service to all our clients from coast to coast for their financial needs.
Jordan Tarasoff Financial Planner, Associate Portfolio Manager, CFA, CFP®, CIM®, CIWM, CLU PWL Capital Team