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’ve worked with a number of firms and what I can say is that PWL is the most methodical and client-focused advisory firm I’ve come across. They also happen to be the least salesy – which is very refreshing. When I consult with PWL, I know that they’re really recommending what’s right for me and that there is no hidden agenda or commission that is biasing any recommendations. The team also goes out of their way to service clients. They jumped through a number of hoops just to allow me to save a few basis points – they really didn’t have to – but that’s the extent to which they care, and that really builds trust.

    Aydin Mirzaee Co-Founded and Sold Fluidware to SurveyMonkey in 2014
  • 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 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
  • Great experience! Very friendly and accommodating. Great teachers…can’t say enough good stuff.

    Graham Ghent
  • 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
  • I sought out the services of Dan Bortolotti at PWL after being frustrated with several other advisors over the years. He has exceeded my expectations: Dan is the ultimate professional, very thorough in all aspects of his work and an excellent communicator who makes even complex issues easy to understand. He takes the time to understand my family’s financial needs and always acts in my best interest. I have finally found peace of mind with Dan and PWL Capital Toronto as my advisors.

    Andrew Liaw, Toronto, Ontario Toronto, Ontario
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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