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White Papers

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Evidence Based Investing

Five Factor Investing with ETFs

Published: December 23, 2020
  • PWL Headshot: Benjamin Felix
Evidence Based Investing

The Value Premium: Fact or Fantasy?

Published: November 24, 2020
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

Dollar Cost Averaging vs. Lump Sum Investing

Published: June 23, 2020
  • PWL Headshot: Benjamin Felix
Evidence Based Investing

The Passive Vs. Active Fund Monitor (Year-end 2019)

Published: April 15, 2020
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

Retirement in Canada: Facts and Figures

Published: January 27, 2020
  • PWL Headshot: Graham Westmacott
DIY Investing

Tax-loss Selling: Using Canadian-listed ETFs to defer taxes on capital gains (2019)

Published: January 13, 2020
  • PWL Headshot: Justin Bender
  • PWL Headshot: Dan Bortolotti
facade of modern glass office architecture

A Guide to Fixed-Income Investing

Published: December 6, 2019
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

Optimal Asset Location

Published: November 14, 2019
  • PWL Headshot: Benjamin Felix
Retirement

Target Wealth: A new approach to the retirement challenge

Published: July 24, 2019
  • PWL Headshot: Graham Westmacott
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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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