When we founded PWL Capital in 1996, we wanted to offer Canadian families like yours a better experience of wealth management. We created an innovative boutique that offers a personable and sophisticated approach that’s completely centered on your goals.

Since then, we have been extremely gratified to see so many of you discover how simple and personable wealth management can be. And even more importantly, realize that your cherished goals are truly within reach.

So how do you determine the value you are getting?

In a fast-paced world, more and more investors are looking for value everywhere; out of their investments, out of their time, but also out of the financial advice they receive. The rise of evidence-based investing confirms the central role that great financial advice plays in providing value over the long-term, particularly when the seas get a bit choppy.

Sound financial planning is the direct result of the trust and relationship established between you and your advisor, together committed to a solid financial roadmap that evolves to fulfill your needs and aspirations.

We are proud of the value we deliver each and every day. We are looking after the financial wellbeing of discerning Canadian investors like you, by:

  • Helping you plan every aspect of your financial life;
  • Providing long-term and historical perspective on the markets;
  • Delivering behavioural coaching in order to help you make the best decisions.

We believe in providing you with the four Cs: Competence, Coaching, Continuity and Convenience to benefit you, your family and your legacy for future generations.

At PWL Capital, our focus is simple: we do what’s right for you, each and every day. In return clients like you have rewarded us with more than two decades of trust, loyalty and respect.

Our Expertise

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  • I have been a client of Nancy Graham’s since 2008. I came to her just prior to my divorce without a clue about how to deal with the financial aspects of this life change. Nancy guided me gently into the world of investments, taxes, and real estate while helping me get a handle on my spending habits. Planning for the future and retirement were a first priority. Also, Nancy has made some very wise investments and my portfolio is healthy even in these tough times. I’m pretty sure I would not be able to live without her now.

    Judi Tedlie
  • Once again thank you very much. It’s this type of personal and extraordinary service and obsession with looking after the client that make you guys so amazing and successful.

    Chris Coates The Coates Agency
  • Many years ago, our family entrusted Cameron Passmore and the team at PWL with our future financial security. We love working with Cameron because of the passion, discipline and diligence he brings to our relationship. The investment decisions Cameron makes on our behalf, and the fees charged to manage our account, are transparent, well-structured and exceptionally easy to understand. Thank you, Cameron, for the peace of mind you bring to our investments.

    Garth Steele Welch LLP
  • Cameron is an excellent advisor who takes the time to consider individuals concerns and planning prior to creating a plan. I have referred to Cameron and will again.

    Josh Smith Tax Welch LLP
  • I was searching for a way to increase portfolio diversification while keeping both the fees and any required active involvement to a minimum. Cameron and the PWL team both met and exceeded these goals.

    Russ Jones Shopify
  • Cameron and team were most helpful in making our transition from US to Canada as smooth as possible given several complications and they have continued to provide guidance and advice that keeps us feeling confident about where we are headed.

    They have spared us sleepless nights.

    Ruth McKinney and Fred Faust Retired
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    Waterloo

    20 Erb St. W
    Suite 506
    Waterloo N2L 1T2 ON

    Toronto

    8 Wellington Street East
    3rd Floor
    Toronto M5E 1C5 ON

    Ottawa

    265 Carling Avenue
    8th Floor
    Ottawa K1S 2E1 ON

    Montreal

    3400 de Maisonneuve Ouest
    Suite 1501
    Montreal H3Z 3B8 QC