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Important Documents

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Your 2022 Tax Return – Tax Reporting Information

Published: December 2, 2022

HISA INFORMATION

Published: November 2, 2022
Personal Wealth

The Safe-Keeping of your Assets

Published: October 30, 2020
Personal Wealth

NBIN Best Execution Public Disclosure Statement

Published: September 4, 2018
Personal Wealth

Introducing/carrying broker disclosure statement

Published: September 4, 2018
Personal Wealth

How IIROC Protects Investors

Published: September 4, 2018
Personal Wealth

An Investor’s Guide to Making a Complaint

Published: September 4, 2018

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PWL Capital
Investment Industry Regulatory Organization of Canada
Canadian Investor Protection Fund
Center for Fiduciary Excellence
Global Association of Independent Advisors

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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