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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  • You guys are amazing. That simple.

    Nick S. Software Developer
  • PWL has always treated me as an important individual/client providing well founded, personalized advice and guidance. They are also very prompt when responding to queries and always manage to squeeze me in for either a telephone or in person meeting when needed.

    Excellent advice and customer service.

    Sandy Ouimet Retired
  • I have had a long and great experience with dealing with PWL.

    Patrick Fitzgerald
  • 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
  • Excellent service and considerate of my individual circumstances. Down to earth language and communications, investment strategy and approach. PWL is excellent for investment services and financial planning. That is why I am a client.

    Richard Slowikowski Federal Civil Servant
  • Tony and Peter bring a personal touch to a very personalized approach to wealth management in all its dimensions. They are our true partners.

    Jane Hope TAXI Canada Ltd
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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