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White Papers

Finding and Funding a Good Life

Published: May 9, 2022
Evidence Based Investing

The Passive Vs. Active Fund Monitor (2021)

Published: April 13, 2022
Contributors
  • PWL Headshot: Raymond Kerzerho
Personal Wealth

Financial Planning Assumptions

Published: March 17, 2022
Contributors
  • PWL Headshot: Raymond Kerzerho
Personal Wealth

Financial Planning Assumptions

Published: October 21, 2021
Contributors
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

The Passive Vs. Active Fund Monitor

Published: April 20, 2021
Contributors
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

“Buy the Dip”

Published: April 20, 2021
Contributors
Evidence Based Investing
Abstract financial graph with uptrend line and bar chart of stock market on blue colour background

Expected Investment Returns

Published: February 19, 2021
Contributors
  • PWL Headshot: Raymond Kerzerho
Evidence Based Investing

Five Factor Investing with ETFs

Published: December 23, 2020
Contributors
Evidence Based Investing

Dollar Cost Averaging vs. Lump Sum Investing

Published: June 23, 2020
Contributors
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PWL Capital
Investment Industry Regulatory Organization of Canada
Canadian Investor Protection Fund
Center for Fiduciary Excellence
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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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PWL Capital
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  • What We Do
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    • Compliance
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  • Contact Us
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