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Important Documents

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Your 2020 Tax Return – Tax Reporting Information

Published: February 12, 2021
Personal Wealth

The Safe-Keeping of your Assets

Published: October 30, 2020
Personal Wealth

Your 2019 Tax Return – Tax Reporting Information

Published: February 13, 2020
Personal Wealth

Your 2018 Tax Return – Tax Reporting Information

Published: December 17, 2018
Personal Wealth

NBIN Best Execution Public Disclosure Statement

Published: September 4, 2018
Personal Wealth

Accounts and Services Agreement and Disclosures

Published: September 4, 2018
Personal Wealth

Introducing/carrying broker disclosure statement

Published: September 4, 2018
Personal Wealth

Opening Your Retail Account

Published: September 4, 2018
Personal Wealth

Canadian Investor Protection Fund (CIPF)

Published: September 4, 2018
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Investment Industry Regulatory Organization of Canada
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Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

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