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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  • Very impressed with the attention given by representatives to your needs and requests as well as the promptness for assistance or any service requested.

    Ron Devries Retired
  • PWL has provided me with the peace of mind that comes from knowing my investments aren’t exposed to unnecessary risks. They’ve always made a point of promptly answering any questions I’ve had and processing all my instructions in an expeditious manner, which has led to a very positive working relationship.

    Richard Z Maple, Ontario
  • We have been working with Graham from early 2009, and  joined him at PWL Capital in May 2010 . During this time Graham has acted as our financial adviser in the early years of our retirement, and has provided us with help and advice, giving  growth and security within our portfolio, in excess of our RRIF withdrawal requirements.

    David & Joyce Vann
  • 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
  • Shannon and Justin are a rare find in the industry. Before switching I was being charged up to 2.5% in hidden fees. PWL took the time to set me up with a plan that openly states their fees and clearly articulated the nature of the investments. It’s refreshing to meet a team so up-to-date with the latest technology. I can’t recommend this team’s services enough.

    Mark Dunkley Toronto, Ontario
  • We started using Nancy as our sole investment advisor almost 3 years ago. In that time, we have never had a cause for regret. We are very happy with PWL’s investment strategy and we know we can largely “ignore” our investments, trusting that our portfolio is being well managed. Nancy takes the time to understand her clients and tailors communication to their needs. She is very flexible in meeting as frequently or infrequently as we prefer and we always find our meetings with her informative and worthwhile.

    David Nikkel, Software Development Manager & Kathy Nikkel, Teacher
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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