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 get a high growth portfolio, ongoing wealth management, and on-call advice from true financial experts for a set fee. I couldn’t be happier…

    Adam McNamara Tech Entrepreneur
  • Very responsive, easy to talk to, clear answers, value-added services like tax planning and estate planning, integrated approaches.

    Louise Lefebvre Federal Public Service
  • 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
  • PWL Capital has handled my finances for about 10 years. My confidence level is high as I start into a time of life when significant transitions are made. I rest assured that PWL and its staff are on top of my financial affairs and work within a conservative, reliable and standards-driven organization.

    Jill Willington Richmond Hill, Ontario
  • I completely agree with PWL’s investment philosophy as well as greatly valuing their customer service.

    Doug McKenzie Managing Director
  • I take great comfort in the rational, professional and personal services provided by Nancy Graham and PWL Capital. This firm is not about speculation or hot tips. They take the time to explain how their portfolios are built, the research that supports their approach and most importantly they take the time to understand you and your family. As a professional accountant, I respect the integrity of their process and the logic of their philosophy. If you are looking for investment advice I suggest that spending an hour with Nancy, a portfolio manager at PWL, would be a good investment of your time.

    Charles Armstrong
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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