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White Papers

Evidence Based Investing

Optimal Asset Location

Published: November 14, 2019
Contributors
Evidence Based Investing

The Passive Vs. Active Fund Monitor (Year-end 2018)

Published: March 22, 2019
Contributors
  • PWL Headshot: Raymond Kerzerho
DIY Investing

Factor Investing with ETFs

Published: March 22, 2019
Contributors
Evidence Based Investing

Great Expectations – How to estimate future stock and bond returns when creating a financial plan (2019)

Published: March 5, 2019
Contributors
  • PWL Headshot: Raymond Kerzerho
  • PWL Headshot: Dan Bortolotti
Personal Wealth

Housing: The Best Investment in History (On Paper)

Published: May 24, 2018
Contributors
Evidence Based Investing

Asset Location & Uncertainty

Published: December 13, 2017
Personal Wealth

A Taxing Decision (2017)

Published: July 21, 2017
Contributors
Personal Wealth

The Case for Renting

Published: July 7, 2017
Contributors
Personal Wealth

A Taxing Decision – Determining the worth of registered accounts for owners of small business corporations

Published: July 29, 2015
Contributors
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PWL Capital
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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PWL Capital
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