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White Papers

Evidence Based Investing
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Permanent Life Insurance

Published: September 7, 2023
Contributors
  • Jaclyn Cecereu
  • Jordan Tarasoff
Evidence Based Investing
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Financial Planning Assumptions for Market-Cap Weighted & Factor-Tilted Portfolios (Methodology Guide)

Published: August 3, 2023
Contributors
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing
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Financial Planning Assumptions (Factor-Tilted Portfolio)

Published: July 31, 2023
Contributors
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing
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Financial Planning Assumptions (Market Capitalization Weighted Portfolio)

Published: July 31, 2023
Contributors
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

Optimal Compensation, Saving, and Consumption for Owners of Canadian Controlled Private Corporations

Published: April 27, 2023
Contributors
Evidence Based Investing

The Passive Vs. Active Fund Monitor (2022)

Published: March 30, 2023
Contributors
  • PWL Headshot: Raymond Kerzerho
Personal Wealth

Financial Planning Assumptions (Market Capitalization Weighted Portfolio)

Published: February 22, 2023
Contributors
  • PWL Headshot: Raymond Kerzerho
Personal Wealth

Financial Planning Assumptions (Factor Tilted Portfolio)

Published: February 22, 2023
Contributors
  • PWL Headshot: Raymond Kerzerho
Personal Wealth

Goals Survey Summary

Published: October 20, 2022
Contributors
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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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